| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO5 years Service code 16 · EIN 04-2647786 | Consulting | $4,107,770 |
GOLDMAN SACHS5 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $3,880,327 |
BLACKROCK4 years Filed as: BLACKROCK INST TRUST COMPANY, N.A. Service code 28 · EIN 94-3112180 | Investment Management | $755,480 |
THE BANK OF NEW YORK MELLON8+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $433,948 |
AON CONSULTING5 years Service code 15 · EIN 22-2232264 | Recordkeeping | $254,336 |
DELOITTE & TOUCHE LLP5 years Filed as: DELOITTE TAX LLP Service code 16 · EIN 86-1065772 | Consulting | $122,900 |
DANIEL DENNIS & COMPANY LLP8+ years Filed as: DANIEL DENNIS CO. Service code 10 · EIN 04-2734675 | Accounting | $33,000 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON Service code 17 · EIN 36-6055558 | Pension Consulting | $22,739 |
PRICEWATERHOUSECOOPERS LLP8+ years Service code 16 · EIN 13-4008324 | Consulting | $1,260 |
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 | $1,469,698-100.0% | $788,447-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -19.15% | -15.08%-4.1pp | -3.21%-15.9pp | 7.68%-26.8pp |
| Employer contribution / active EE | $0 | $5,566-100.0% | $46,051-100.0% | $9,142-100.0% |
| Participant deferral / active EE | $0 | $0 | $31-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $46,258-100.0% | $19,323-100.0% |