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| Provider | Service type | Compensation |
|---|---|---|
AGILIS PARTNERS LLC4 years Service code 11 · EIN 04-3513306 | Actuarial | $479,039 |
NORTHERN TRUST COMPANY3 years Service code 21 · EIN 36-1561860 | Bank Trustee | $42,320 |
LEGAL & GENERAL INVESTMENT4 years Filed as: LEGAL AND GENERAL INVESTMENT Service code 28 · EIN 20-8058531 | Investment Management | $31,550 |
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $136,833-100.0% | $136,833-100.0% | $328,120-100.0% |
| Participation rate | 0.0% | 15.4%-15.4pp | 12.5%-12.5pp | 34.1%-34.1pp |
| Annual return | 2.32% | -4.47%+6.8pp | -1.97%+4.3pp | 13.02%-10.7pp |
| Employer contribution / active EE | $0 | $22,284-100.0% | $19,908-100.0% | $34,257-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $62-100.0% |
| Admin fee / account holder | $0 | $5,412-100.0% | $5,412-100.0% | $39,117-100.0% |