| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON5+ years Service code 18 · EIN 13-5160382 | Other services; Direct payment from t... | $1,039,646 |
GOLDMAN SACHS2 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $888,831 |
Filed as: MATTHEWS INTL CAPITAL MGT LLC Service code 26 · EIN 94-3250972 | Advisory (Participants) | $885,313 |
NUMERIC INVESTORS LLC1 year Service code 28 · EIN 04-3068821 | Investment Management | $869,606 |
BLACKROCK1 year Filed as: BLACKROCK INST TRUST COMPANY, N.A. Service code 28 · EIN 94-3112180 | Investment Management | $418,704 |
FID INV INST OPS CO2 years Service code 16 · EIN 04-2647786 | Consulting | $409,523 |
ARROWSTREET CAPITAL1 year Filed as: ARROWSTREET CAPITAL, LTD. Service code 28 · EIN 04-3472863 | Investment Management | $191,763 |
DELOITTE & TOUCHE LLP2 years Filed as: DELOITTE TAX LLP Service code 16 · EIN 86-1065772 | Consulting | $128,175 |
LAZARD ASSET MANAGEMENT5+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $78,682 |
GAM USA INC.3 years Filed as: GAM Service code 28 | Investment Management | $67,157 |
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 | $894,319,009-100.0% | $568,132-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 22.35% | 18.43%+3.9pp | 14.64%+7.7pp | 24.48%-2.1pp |
| Employer contribution / active EE | $0 | $6,699-100.0% | $41,831-100.0% | $9,418-100.0% |
| Participant deferral / active EE | $0 | $0 | $200-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $36,942-100.0% | $2,968,729-100.0% |