| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS4 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $1,975,593 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 14 · EIN 04-2647786 | Plan Administrator | $874,388 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $729,506 |
Filed as: TOWERS WATSON INVESTMENT SERVICE IN Service code 17 · EIN 52-1868818 | Pension Consulting | $584,312 |
BLACKROCK5+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 28 · EIN 13-3459661 | Investment Management | $232,031 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $210,471 |
Filed as: LEGAL AND GENERAL INVESTMENT Service code 29 · EIN 20-8058531 | Legal | $183,761 |
LOOMIS SAYLES4 years Service code 28 · EIN 04-3200030 | Investment Management | $163,769 |
WESTFIELD CAPITAL MANAGEMENT5+ years Filed as: WESTFIELD CAPITAL MANAGEMENT COMPAN Service code 28 · EIN 80-0175963 | Investment Management | $73,191 |
MARATHON ASSET MANAGEMENT5+ years Filed as: MARATHON Service code 28 · EIN 44-6201673 | Investment Management | $45,612 |
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 | $341,093,897-100.0% | $204,001-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 0.0%0pp |
| Annual return | 17.02% | 16.64%+0.4pp | -100.31%+117.3pp | 21.83%-4.8pp |
| Employer contribution / active EE | $0 | $7,557-100.0% | $18,686-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $1,604-100.0% | $1,551,325-100.0% |