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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC4 years Service code 15 · EIN 82-1061233 | Recordkeeping | $2,231,312 |
NORTHERN TRUST COMPANY6+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $1,427,831 |
PGIM INVESTMENTS6+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $1,243,946 |
NISA INVESTMENT ADVISORS, LLC6+ years Service code 27 · EIN 48-1140940 | Advisory (Plan) | $1,203,025 |
GOLDMAN SACHS6+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $1,041,532 |
NEUBERGER BERMAN6+ years Filed as: NEUBERGER AND BERMAN Service code 28 · EIN 02-0654486 | Investment Management | $896,433 |
PZENA INVESTMENT MANAGEMENT6+ years Service code 28 · EIN 13-3860154 | Investment Management | $879,093 |
MARATHON ASSET MANAGEMENT6+ years Filed as: MARATHON Service code 27 · EIN 44-6201673 | Advisory (Plan) | $854,121 |
SANDS CAPITAL MANAGEMENT, LLC6+ years Service code 28 · EIN 20-2830751 | Investment Management | $745,986 |
BLUE BAY ASSET MANAGEMENT2 years Service code 28 | Investment Management | $558,561 |
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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.
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 | $0 | $1,964,387-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.3%-14.3pp | 0.0%0pp |
| Annual return | 18.42% | 12.86%+5.6pp | 21681.50%-21663.1pp | 12.86%+5.6pp |
| Employer contribution / active EE | $0 | $13,687-100.0% | $87,430-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $833-100.0% | $70-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $3,693-100.0% | - |