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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON DELAWARE, INC Service code 11 · EIN 53-0181291 | Actuarial | $217,954 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: J. P. MORGAN CHASE & CO. Service code 19 · EIN 13-4994650 | Securities Custodian | $196,401 |
GOLDMAN SACHS4+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $190,126 |
TIMES SQUARE CAPITAL MANAGEMENT4+ years Filed as: TIMESQUARE CAPITAL MANAGEMENT LLC Service code 28 · EIN 20-1665304 | Investment Management | $154,449 |
AB FUNDS4+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $147,848 |
PGIM INVESTMENTS3 years Filed as: PGIM, INC. Service code 28 · EIN 22-2540245 | Investment Management | $139,553 |
MCKINLEY CAPITAL MANAGEMENT LLC4+ years Service code 28 · EIN 92-0136349 | Investment Management | $136,973 |
ALLIANZ GLOBAL INVESTORS2 years Filed as: ALLIANZ GLOBAL INVESTORS US. LLC Service code 28 · EIN 01-0645160 | Investment Management | $135,065 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $129,130 |
DELAWARE INVESTMENTS4+ years Filed as: MACQUARIE CAPITAL INVESTMENT MGMT Service code 28 · EIN 43-2082900 | Investment Management | $125,482 |
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Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $169,587-100.0% | $157,466-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 34.7%-34.7pp | 11.9%-11.9pp | 46.4%-46.4pp |
| Annual return | -100.26% | -5.34%-94.9pp | 12.68%-112.9pp | -82.67%-17.6pp |
| Employer contribution / active EE | $0 | $31,322-100.0% | $22,860-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $98-100.0% | $123-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $3,068-100.0% | $2,825-100.0% | $11,204-100.0% |