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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $154,063 |
WELLINGTON TRUST COMPANY1+ years Service code 28 · EIN 04-2755549 | Investment Management | $139,701 |
NORTHERN TRUST COMPANY1+ years Service code 25 · EIN 36-1561860 | Directed Trustee | $76,230 |
Filed as: LONGFELLOW INVESTMENT MANAGEMENT CO Service code 28 · EIN 04-2933956 | Investment Management | $70,690 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY IIA Service code 17 · EIN 11-3658445 | Pension Consulting | $60,497 |
RHUMBLINE ADVISORS1+ years Filed as: RHUMBLINE ADVISORS FUND Service code 21 · EIN 61-6310014 | Bank Trustee | $39,037 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ ADVISORS LLC - GOLDEN STATE Service code 10 · EIN 43-1947695 | Accounting | $25,359 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: GRAYSTONE/MORGAN STANLEY SMITH BARY Service code 17 · EIN 11-3658445 | Pension Consulting | $19,962 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $18,073 |
STEPSTONE GROUP REAL ESTATE LP1+ years Service code 16 · EIN 38-3930662 | Consulting | $15,000 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $282,424-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.9%-27.9pp | 0.0%0pp |
| Annual return | 9.25% | 8.88%+0.4pp | 3.87%+5.4pp | 8.88%+0.4pp |
| Employer contribution / active EE | $0 | $15,934-100.0% | $28,590-100.0% | $15,934-100.0% |
| Participant deferral / active EE | $0 | $753-100.0% | $13-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $8,735-100.0% | - |