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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWER WATSON Service code 16 · EIN 23-1159360 | Consulting | $5,349,191 |
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $4,432,238 |
NORTHERN TRUST COMPANY4+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $1,311,823 |
NISA INVESTMENT ADVISORS, LLC4+ years Service code 27 · EIN 48-1140940 | Advisory (Plan) | $1,267,749 |
PGIM INVESTMENTS4+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $1,147,271 |
MARATHON ASSET MANAGEMENT4+ years Filed as: MARATHON Service code 27 · EIN 44-6201673 | Advisory (Plan) | $1,122,302 |
PZENA INVESTMENT MANAGEMENT4+ years Service code 28 · EIN 13-3860154 | Investment Management | $919,850 |
GOLDMAN SACHS4+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $893,179 |
SANDS CAPITAL MANAGEMENT, LLC4+ years Service code 28 · EIN 20-2830751 | Investment Management | $776,234 |
NEUBERGER BERMAN4+ years Filed as: NEUBERGER AND BERMAN Service code 28 · EIN 02-0654486 | Investment Management | $749,347 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $311,837-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | -10.06% | 73.13%-83.2pp | 4677.09%-4687.1pp | 73.13%-83.2pp |
| Employer contribution / active EE | $29,379 | $8,421+248.9% | $49,501-40.6% | $8,421+248.9% |
| Participant deferral / active EE | $0 | $293-100.0% | $312-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |