| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO7 years Service code 15 · EIN 04-2647786 | Recordkeeping | $6,925,650 |
GOLDMAN SACHS7 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $6,173,483 |
BLACKROCK6 years Filed as: BLACKROCK INST TRUST COMPANY, N.A. Service code 28 · EIN 94-3112180 | Investment Management | $1,099,082 |
AON CONSULTING7 years Service code 15 · EIN 22-2232264 | Recordkeeping | $1,038,250 |
THE BANK OF NEW YORK MELLON10+ years Service code 18 · EIN 13-5160382 | Other services; Direct payment from t... | $589,012 |
DELOITTE & TOUCHE LLP7 years Filed as: DELOITTE TAX LLP Service code 11 · EIN 86-1065772 | Actuarial | $329,529 |
DANIEL DENNIS & COMPANY LLP10+ years Filed as: DANIEL DENNIS CO. Service code 10 · EIN 04-2734675 | Accounting | $80,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | -0.85% | 8.85%-9.7pp | 9.17%-10.0pp | 8.85%-9.7pp |
| Employer contribution / active EE | $0 | $8,529-100.0% | $40,523-100.0% | $8,529-100.0% |
| Participant deferral / active EE | $0 | $399-100.0% | $42-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |