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| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC8 years Service code 15 · EIN 82-1061233 | Recordkeeping | $2,543,770 |
NISA INVESTMENT ADVISORS, LLC10+ years Service code 27 · EIN 48-1140940 | Advisory (Plan) | $1,077,452 |
PGIM INVESTMENTS10+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $959,302 |
GOLDMAN SACHS10+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $799,845 |
NORTHERN TRUST COMPANY10+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $676,724 |
NEUBERGER BERMAN10+ years Filed as: NEUBERGER AND BERMAN Service code 28 · EIN 02-0654486 | Investment Management | $657,403 |
WILLIS TOWERS WATSON US LLC8 years Filed as: TOWER WATSON Service code 16 · EIN 23-1159360 | Consulting | $247,000 |
AON CONSULTING7 years Service code 11 · EIN 22-2232264 | Actuarial | $240,814 |
WELLINGTON TRUST COMPANY10+ years Service code 28 · EIN 04-2683227 | Investment Management | $183,599 |
BLUE BAY ASSET MANAGEMENT6 years Service code 28 · EIN 36-3237348 | Investment Management | $143,465 |
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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.
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 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -3.99% | 9.30%-13.3pp | 3.39%-7.4pp | 9.30%-13.3pp |
| Employer contribution / active EE | $0 | $12,551-100.0% | $31,780-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $83-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |