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| Provider | Service type | Compensation |
|---|---|---|
ARROWSTREET CAPITAL7 years Filed as: ARROWSTREET CAPITAL LIMITED PARTNER Service code 28 · EIN 04-3472863 | Investment Management | $376,567 |
AON CONSULTING3 years Service code 11 · EIN 22-2232264 | Actuarial | $233,835 |
LOOMIS SAYLES3 years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $116,575 |
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-1561860 | Bank Trustee | $45,293 |
Filed as: BARBICH,HOOPER,KING,DILL,HOFFMAN Service code 10 · EIN 93-3215332 | Accounting | $13,939 |
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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 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 11.13% | 11.94%-0.8pp | 6.70%+4.4pp | 8.76%+2.4pp |
| Employer contribution / active EE | $0 | $15,564-100.0% | $25,177-100.0% | $16,650-100.0% |
| Participant deferral / active EE | $0 | $33-100.0% | $47-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |