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| Provider | Service type | Compensation |
|---|---|---|
CAUSEWAY CAPITAL MANAGEMENT LLC7+ years Service code 28 · EIN 04-6987758 | Investment Management | $368,770 |
ALIGHT SOLUTIONS LLC4 years Service code 15 · EIN 36-2235791 | Recordkeeping | $163,069 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $147,205 |
Service code 28 · EIN 13-3200244 | Investment Management | $138,057 |
VERUS7+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $130,000 |
PANAGORA ASSET MANAGEMENT5 years Service code 28 · EIN 04-3063840 | Investment Management | $103,641 |
Filed as: GW&K INVESTMENT MANAGEMENT Service code 28 · EIN 80-0250512 | Investment Management | $101,378 |
ROTHSCHILD ASSET MANAGEMENT2 years Filed as: ROTHSCHILD ASSET MANAGEMENT, INC. Service code 28 · EIN 13-2544634 | Investment Management | $73,924 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $57,648 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $1,472,696-100.0% | $291,448-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 28.6%-28.6pp | 0.7%-0.7pp |
| Annual return | 8.04% | 13.24%-5.2pp | 6.39%+1.7pp | 13.24%-5.2pp |
| Employer contribution / active EE | $0 | $14,616-100.0% | $30,371-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $830-100.0% | $24-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $7,637-100.0% | $4,137-100.0% |