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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC7 years Service code 15 · EIN 82-1061233 | Recordkeeping | $2,213,652 |
NISA INVESTMENT ADVISORS, LLC9+ years Service code 27 · EIN 48-1140940 | Advisory (Plan) | $1,068,928 |
PGIM INVESTMENTS9+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $1,057,050 |
NORTHERN TRUST COMPANY9+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $806,072 |
GOLDMAN SACHS9+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $797,252 |
NEUBERGER BERMAN9+ years Filed as: NEUBERGER AND BERMAN Service code 28 · EIN 02-0654486 | Investment Management | $656,624 |
GQG PARTNERS LLC1 year Service code 28 450 EAST LAS OLAS BOULEVARD · FORT LAUDERDALE, FL 33301 | Investment Management | $322,099 |
AON CONSULTING6 years Service code 11 · EIN 22-2232264 | Actuarial | $244,955 |
BLUE BAY ASSET MANAGEMENT5 years Service code 28 · EIN 36-3237348 | Investment Management | $207,253 |
WELLINGTON TRUST COMPANY9+ years Service code 28 · EIN 04-2683227 | Investment Management | $205,243 |
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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 | $13,363-100.0% | $2,703,652-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 7.7%-7.7pp | 2.2%-2.2pp |
| Annual return | 7.54% | 9.11%-1.6pp | 7.26%+0.3pp | 9.11%-1.6pp |
| Employer contribution / active EE | $0 | $12,231-100.0% | $34,949-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $86-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | - | $125-100.0% |