| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS3 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $4,979,879 |
FID INV INST OPS CO3 years Service code 16 · EIN 04-2647786 | Consulting | $3,784,487 |
NUMERIC INVESTORS LLC2 years Service code 28 · EIN 04-3068821 | Investment Management | $863,193 |
THE BANK OF NEW YORK MELLON6+ years Service code 18 · EIN 13-5160382 | Other services; Direct payment from t... | $715,676 |
BLACKROCK2 years Filed as: BLACKROCK INST TRUST COMPANY, N.A. Service code 28 · EIN 94-3112180 | Investment Management | $602,577 |
AON CONSULTING3 years Service code 15 · EIN 22-2232264 | Recordkeeping | $410,788 |
DELOITTE & TOUCHE LLP3 years Filed as: DELOITTE TAX LLP Service code 16 · EIN 86-1065772 | Consulting | $303,200 |
DANIEL DENNIS & COMPANY LLP6+ years Filed as: DANIEL DENNIS CO. Service code 10 · EIN 04-2734675 | Accounting | $30,500 |
PRICEWATERHOUSECOOPERS LLP6+ years Service code 16 · EIN 13-4008324 | Consulting | $9,240 |
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 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 16.59% | 17.85%-1.3pp | 9.52%+7.1pp | 13.80%+2.8pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $41,951-100.0% | $10,386-100.0% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |