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| Provider | Service type | Compensation |
|---|---|---|
LEGAL & GENERAL INVESTMENT3+ years Service code 28 · EIN 20-8058531 | Investment Management | $1,260,450 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $912,269 |
AON CONSULTING3+ years Service code 11 · EIN 22-2232264 | Actuarial | $883,006 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $769,490 |
NISA INVESTMENT ADVISORS, LLC3+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $584,366 |
LOOMIS SAYLES3+ years Service code 28 · EIN 04-3200030 | Investment Management | $480,561 |
Filed as: BARROW HANLEY MEWHINNEY & STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $389,765 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $329,745 |
SEYFARTH SHAW LLP3+ years Service code 29 · EIN 36-2152202 | Legal | $195,737 |
MERCER3+ years Filed as: MERCER INVESTMENT CONSULTING Service code 28 · EIN 61-0736136 | Investment Management | $165,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $2,456,633-100.0% | $268,676-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 37.9%-37.9pp | 1.5%-1.5pp |
| Annual return | -28.36% | 23.41%-51.8pp | -10.68%-17.7pp | 23.41%-51.8pp |
| Employer contribution / active EE | $0 | $12,650-100.0% | $48,995-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $360-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $4,366-100.0% | $14,884-100.0% |