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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $2,938,401 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWER WATSON Service code 16 · EIN 23-1159360 | Consulting | $2,307,080 |
NISA INVESTMENT ADVISORS, LLC5+ years Service code 27 · EIN 48-1140940 | Advisory (Plan) | $1,241,172 |
PGIM INVESTMENTS5+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $1,173,759 |
MARATHON ASSET MANAGEMENT5+ years Filed as: MARATHON Service code 27 · EIN 44-6201673 | Advisory (Plan) | $1,013,229 |
GOLDMAN SACHS5+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $910,233 |
NEUBERGER BERMAN5+ years Filed as: NEUBERGER AND BERMAN Service code 28 · EIN 02-0654486 | Investment Management | $779,678 |
PZENA INVESTMENT MANAGEMENT5+ years Service code 28 · EIN 13-3860154 | Investment Management | $763,425 |
NORTHERN TRUST COMPANY5+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $737,639 |
SANDS CAPITAL MANAGEMENT, LLC5+ years Service code 28 · EIN 20-2830751 | Investment Management | $667,274 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $341,093,897-100.0% | - | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 18.97% | 21.83%-2.9pp | 12.90%+6.1pp | 21.83%-2.9pp |
| Employer contribution / active EE | $0 | $12,237-100.0% | $53,929-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $987-100.0% | $78-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | - | $1,551,325-100.0% |