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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARTWELL Service code 28 · EIN 36-4776242 | Investment Management | $178,406 |
Filed as: PRUDENTIAL INSURANCE Service code 28 · EIN 22-1211670 | Investment Management | $154,213 |
INVESTMENT PERFORMANCE SERVICES7+ years Service code 27 · EIN 58-1645832 | Advisory (Plan) | $105,680 |
HEWITT ASSOCIATES LLC7+ years Filed as: AONHEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $76,246 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON Service code 28 · EIN 04-2767481 | Investment Management | $73,650 |
ATLANTA CAPITAL MANAGEMENT3 years Filed as: ATLANTA CAPITAL Service code 28 · EIN 58-2236910 | Investment Management | $54,192 |
XPONANCE, INC.3 years Filed as: XPONANCE Service code 28 · EIN 20-2103144 | Investment Management | $54,032 |
ALGER3 years Filed as: FRED ALGER Service code 28 · EIN 35-2510833 | Investment Management | $51,941 |
O'CONNELL & O'CONNELL3 years Service code 16 · EIN 76-0407158 | Consulting | $36,469 |
Filed as: MCCONNELL & JONES, LLP Service code 10 · EIN 76-0488832 | Accounting | $34,828 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | - | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -6.13% | -4.95%-1.2pp | 22.50%-28.6pp | 2.78%-8.9pp |
| Employer contribution / active EE | $0 | $15,740-100.0% | $33,849-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $721-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | - | $1,015-100.0% |