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| Provider | Service type | Compensation |
|---|---|---|
CAUSEWAY CAPITAL MANAGEMENT LLC5+ years Service code 28 · EIN 04-6987758 | Investment Management | $452,040 |
Service code 28 · EIN 13-3200244 | Investment Management | $381,027 |
ALIGHT SOLUTIONS LLC2 years Service code 11 · EIN 36-2235791 | Actuarial | $353,953 |
VERUS5+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $170,000 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $160,637 |
Service code 11 · EIN 53-0181291 | Actuarial | $82,912 |
PANAGORA ASSET MANAGEMENT3 years Service code 28 · EIN 04-3063840 | Investment Management | $63,483 |
BDO USA, LLP5+ years Service code 10 · EIN 13-5381590 | Accounting | $28,020 |
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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 | $3,370,408-100.0% | $157,433-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 1.2%-1.2pp | 16.7%-16.7pp | 1.2%-1.2pp |
| Annual return | 19.03% | 53.27%-34.2pp | 10.27%+8.8pp | 53.27%-34.2pp |
| Employer contribution / active EE | $0 | $14,774-100.0% | $19,104-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $1,259-100.0% | $15-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $12,160-100.0% | $13,289-100.0% |