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| Provider | Service type | Compensation |
|---|---|---|
LEGAL & GENERAL INVESTMENT2+ years Service code 28 · EIN 20-8058531 | Investment Management | $1,708,008 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $1,438,794 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $676,520 |
NISA INVESTMENT ADVISORS, LLC2+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $555,040 |
Service code 28 · EIN 13-3200244 | Investment Management | $538,907 |
LOOMIS SAYLES2+ years Service code 28 · EIN 04-3200030 | Investment Management | $534,133 |
Filed as: BARROW HANLEY MEWHINNEY & STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $482,008 |
SANDS CAPITAL MANAGEMENT, LLC2+ years Filed as: SANDS CAPITAL MANAGEMENT LLC Service code 28 · EIN 20-2830751 | Investment Management | $423,852 |
WALTER SCOTT & PARTNERS LIMITED2+ years Service code 28 · EIN 98-0465834 | Investment Management | $333,665 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $327,398 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $397,815-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 33.6%-33.6pp | 3.7%-3.7pp |
| Annual return | 17.44% | 15.63%+1.8pp | 9.74%+7.7pp | 15.63%+1.8pp |
| Employer contribution / active EE | $0 | $11,476-100.0% | $39,474-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $135-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $10,161-100.0% | $429-100.0% |