| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS2 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $5,309,786 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 14 · EIN 04-2647786 | Plan Administrator | $1,121,745 |
BLACKROCK3+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 28 · EIN 13-3459661 | Investment Management | $740,973 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $601,829 |
LOOMIS SAYLES2 years Service code 28 · EIN 04-3200030 | Investment Management | $548,399 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $546,944 |
MARATHON ASSET MANAGEMENT3+ years Filed as: MARATHON Service code 28 · EIN 44-6201673 | Investment Management | $514,861 |
Filed as: CARDINAL CAPITAL MANAGEMENT, LLC. Service code 28 · EIN 06-1422705 | Investment Management | $301,077 |
WESTFIELD CAPITAL MANAGEMENT3+ years Filed as: WESTFIELD CAPITAL MANAGEMENT COMPAN Service code 28 · EIN 80-0175963 | Investment Management | $290,197 |
PGIM INVESTMENTS3+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 52-2069785 | Investment Management | $196,391 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $107,664-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 0.0%0pp |
| Annual return | 8.44% | 13.43%-5.0pp | 337.46%-329.0pp | 17.84%-9.4pp |
| Employer contribution / active EE | $0 | $21,964-100.0% | $20,191-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $30-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,663-100.0% | - |