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| Provider | Service type | Compensation |
|---|---|---|
CAUSEWAY CAPITAL MANAGEMENT LLC8+ years Service code 28 · EIN 04-6987758 | Investment Management | $240,492 |
ALIGHT SOLUTIONS LLC5 years Service code 15 · EIN 36-2235791 | Recordkeeping | $146,774 |
Service code 28 · EIN 13-3200244 | Investment Management | $122,542 |
VERUS8+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $110,000 |
NORTHERN TRUST COMPANY8+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $89,963 |
PANAGORA ASSET MANAGEMENT6 years Service code 28 · EIN 04-3063840 | Investment Management | $74,157 |
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $52,000 |
Filed as: GW&K INVESTMENT MANAGEMENT Service code 28 · EIN 80-0250512 | Investment Management | $27,636 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $164,233-100.0% | $344,859-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.5%-23.5pp | 0.0%0pp |
| Annual return | -21.66% | 2.78%-24.4pp | -8.04%-13.6pp | 2.78%-24.4pp |
| Employer contribution / active EE | $0 | $15,276-100.0% | $29,691-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $691-100.0% | $13-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $388-100.0% | $1,015-100.0% |