| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS4+ years Service code 28 · EIN 13-3575636 | Investment Management | $550,991 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $426,686 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK Service code 13 · EIN 04-1867445 | Contract Administrator | $91,452 |
CROWE LLP4+ years Service code 10 · EIN 35-0921680 | Accounting | $51,278 |
CONDUENT HR CONSULTING, LLC4+ years Filed as: CONDUENT HR CONSULTING LLC Service code 16 · EIN 32-0293031 | Consulting | $11,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -17.03% | 1.88%-18.9pp | -5.12%-11.9pp | 2.78%-19.8pp |
| Employer contribution / active EE | $54,645 | $8,732+525.8% | $31,020+76.2% | $15,276+257.7% |
| Participant deferral / active EE | $0 | $482-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |