| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC7 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $553,024 |
PGIM INVESTMENTS9+ years Filed as: JENNISON ASSOCIATES, LLC Service code 28 · EIN 13-2631108 | Investment Management | $428,161 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $425,862 |
PIMCO FUNDS9+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 95-2632339 | Investment Management | $420,420 |
GOLDMAN SACHS4 years Filed as: CLARKSTON CAPITAL PARTNERS, LLC Service code 28 91 W LONG LAKE ROAD · BLOOMFIELD HILLS, MI 48304 | Investment Management | $391,733 |
Filed as: GRANITE INVESTMENT PARTNERS Service code 28 · EIN 27-0225271 | Investment Management | $377,726 |
NISA INVESTMENT ADVISORS, LLC9+ years Service code 28 · EIN 48-1140940 | Investment Management | $351,919 |
THE BANK OF NEW YORK MELLON4 years Filed as: STANDISH MANAGEMENT, LLC Service code 28 750 BATTERY STREET · SAN FRANCISCO, CA 94111 | Investment Management | $337,994 |
MERCER4 years Filed as: MERCER INVESTMENTS LLC Service code 28 99 HIGH STREET · BOSTON, MA 02110 | Investment Management | $333,311 |
PRIMECAP ODYSSEY FUNDS9+ years Filed as: PRIMECAP MANAGEMENT COMPANY Service code 28 · EIN 95-3868081 | Investment Management | $326,210 |
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% | $182,032-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.2%-2.2pp |
| Annual return | 11.64% | 10.30%+1.3pp | 7.69%+4.0pp | 9.11%+2.5pp |
| Employer contribution / active EE | $0 | $9,006-100.0% | $28,501-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $902-100.0% | $49-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $51,246-100.0% | $125-100.0% |