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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC6 years Service code 15 · EIN 82-1061233 | Recordkeeping | $2,244,192 |
PGIM INVESTMENTS8+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $1,144,322 |
NISA INVESTMENT ADVISORS, LLC8+ years Service code 27 · EIN 48-1140940 | Advisory (Plan) | $1,118,655 |
NORTHERN TRUST COMPANY8+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $1,064,182 |
GOLDMAN SACHS8+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $916,945 |
NEUBERGER BERMAN8+ years Filed as: NEUBERGER AND BERMAN Service code 28 · EIN 02-0654486 | Investment Management | $759,267 |
WELLINGTON TRUST COMPANY8+ years Service code 28 · EIN 04-2683227 | Investment Management | $255,098 |
AON CONSULTING5 years Service code 16 · EIN 22-2232264 | Consulting | $250,503 |
WILLIS TOWERS WATSON US LLC6 years Filed as: TOWER WATSON Service code 16 · EIN 23-1159360 | Consulting | $247,000 |
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $67,168 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $2,278,297-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 5.6%-5.6pp | 1.5%-1.5pp |
| Annual return | -20.37% | 23.41%-43.8pp | 111.29%-131.7pp | 23.41%-43.8pp |
| Employer contribution / active EE | $0 | $12,650-100.0% | $46,003-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $62-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $0 | $14,884-100.0% |