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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2 years Service code 11 · EIN 22-2232264 | Actuarial | $327,220 |
AB FUNDS5+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $123,195 |
THE BANK OF NEW YORK MELLON4 years Filed as: BANK OF NEW YORK MELLON ASSET SERVI Service code 18 · EIN 13-5160382 | Custodial (securities); Other fees; T... | $82,369 |
GOLDMAN SACHS5+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $77,215 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $59,843 |
DELOITTE & TOUCHE LLP5+ years Service code 10 · EIN 13-5133500 | Accounting | $18,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $254,542-100.0% | - | $254,542-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 47.3%-47.3pp |
| Annual return | 17.00% | 7.94%+9.1pp | 12.90%+4.1pp | 12.16%+4.8pp |
| Employer contribution / active EE | $0 | $93,175-100.0% | $53,929-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $0 | $78-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $17,640-100.0% | - | $17,640-100.0% |