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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING3 years Service code 11 · EIN 22-2232264 | Actuarial | $300,688 |
AB FUNDS6+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $133,053 |
THE BANK OF NEW YORK MELLON5 years Filed as: BANK OF NEW YORK MELLON ASSET SERVI Service code 18 · EIN 13-5160382 | Custodial (other than securities); Tr... | $74,647 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $53,254 |
GOLDMAN SACHS6+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $19,126 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 65 · EIN 82-1061233 | Account Maintenance | $8,150 |
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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 | $1,964,387-100.0% | $1,964,387-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 14.3%-14.3pp | 43.0%-43.0pp |
| Annual return | 12.79% | 47040.52%-47027.7pp | 21681.50%-21668.7pp | 259.17%-246.4pp |
| Employer contribution / active EE | $0 | $140,951-100.0% | $87,430-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $0 | $70-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,693-100.0% | $3,693-100.0% | $21,502-100.0% |