| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO4 years Service code 16 · EIN 04-2647786 | Consulting | $4,857,531 |
GOLDMAN SACHS4 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $3,142,337 |
BLACKROCK3 years Filed as: BLACKROCK INST TRUST COMPANY, N.A. Service code 28 · EIN 94-3112180 | Investment Management | $708,198 |
THE BANK OF NEW YORK MELLON7+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Ot... | $604,107 |
AON CONSULTING4 years Service code 15 · EIN 22-2232264 | Recordkeeping | $514,248 |
DELOITTE & TOUCHE LLP4 years Filed as: DELOITTE TAX LLP Service code 16 · EIN 86-1065772 | Consulting | $227,725 |
CALLAN ASSOCIATES1 year Filed as: CALLAN LLC Service code 28 · EIN 94-2192581 | Investment Management | $70,000 |
DANIEL DENNIS & COMPANY LLP7+ years Filed as: DANIEL DENNIS CO. Service code 10 · EIN 04-2734675 | Accounting | $29,000 |
PRICEWATERHOUSECOOPERS LLP7+ years Service code 16 · EIN 13-4008324 | Consulting | $8,850 |
Filed as: DEUTSCHE BANK Service code 28 · EIN 13-4941247 | Investment Management | $3,000 |
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 | $454,052-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.4%-18.4pp | 0.0%0pp |
| Annual return | 9.38% | 9.17%+0.2pp | 8.95%+0.4pp | 13.51%-4.1pp |
| Employer contribution / active EE | $0 | $5,235-100.0% | $46,559-100.0% | $8,170-100.0% |
| Participant deferral / active EE | $0 | $488-100.0% | $131-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $19,831-100.0% | - |