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| Provider | Service type | Compensation |
|---|---|---|
RUANE, CUNNIFF & GOLDFARB INC.1+ years Service code 28 · EIN 13-2628641 | Investment Management | $597,523 |
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN BROTHERS HARRIMAN & CO. Service code 28 · EIN 13-4973745 | Investment Management | $341,027 |
FIRST MANHATTAN CO.1+ years Service code 28 · EIN 13-6033224 | Investment Management | $235,985 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $111,845 |
PRICEWATERHOUSECOOPERS LLP1+ years Service code 10 · EIN 13-4008324 | Accounting | $30,479 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $82,591-100.0% | $252,559-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.9%-50.9pp | 0.8%-0.8pp |
| Annual return | -3.03% | -2.09%-0.9pp | -1.68%-1.3pp | -0.60%-2.4pp |
| Employer contribution / active EE | $0 | $29,352-100.0% | $44,959-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $2,027-100.0% | $330-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $12,994-100.0% | $717-100.0% |