Filed February 5, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OP CO Service code 15 · EIN 04-2647786 | Recordkeeping | $349,515 |
GOLDMAN SACHS3+ years Filed as: GSAM Service code 28 · EIN 13-3575636 | Investment Management | $198,629 |
WILLIS TOWERS WATSON US LLC3+ years Service code 11 · EIN 53-0181291 | Actuarial | $98,919 |
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $35,464 |
US BANK3+ years Service code 21 · EIN 41-2003732 | Bank Trustee | $27,839 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $157,677-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 28.6%-28.6pp | 2.1%-2.1pp |
| Annual return | 0.66% | 5.59%-4.9pp | 8.41%-7.8pp | 7.65%-7.0pp |
| Employer contribution / active EE | $20,079 | $10,158+97.7% | $41,333-51.4% | $20,582-2.4% |
| Participant deferral / active EE | $0 | $222-100.0% | $40-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $3,303-100.0% | $193-100.0% |