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| Provider | Service type | Compensation |
|---|---|---|
LEGAL & GENERAL INVESTMENT2+ years Filed as: LEGAL & GENERAL AMERICA, INC. Service code 28 · EIN 52-1236150 | Investment Management | $301,139 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $73,602 |
Service code 28 · EIN 13-4021938 | Investment Management | $27,443 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST CO. Service code 19 · EIN 71-0968336 | Securities Custodian | $6,068 |
BLACKROCK2+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 28 · EIN 13-3806691 | Investment Management | $0 |
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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% | $788,447-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | 2.07% | 38.53%-36.5pp | -3.21%+5.3pp | 2.77%-0.7pp |
| Employer contribution / active EE | $0 | $14,659-100.0% | $46,051-100.0% | $15,262-100.0% |
| Participant deferral / active EE | $0 | $326-100.0% | $31-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $46,258-100.0% | $1,015-100.0% |