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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC3+ years Filed as: HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $214,665 |
AB FUNDS3+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $188,482 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF NEW YORK MELLON ASSET SERVI Service code 18 · EIN 13-5160382 | Custodial (securities); Custodial (ot... | $118,869 |
GOLDMAN SACHS3+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $88,126 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $24,992 |
DELOITTE & TOUCHE LLP3+ years Service code 10 · EIN 13-5133500 | Accounting | $20,000 |
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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 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 | $1,637,423-100.0% | $1,637,423-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 5.3%-5.3pp | 45.9%-45.9pp |
| Annual return | 11.42% | 9.24%+2.2pp | 15.63%-4.2pp | 10.21%+1.2pp |
| Employer contribution / active EE | $0 | $101,185-100.0% | $56,677-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $0 | $93-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $13,518-100.0% |