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 | $390,267 |
GOLDMAN SACHS1+ years Filed as: GSAM Service code 28 · EIN 13-3575636 | Investment Management | $220,011 |
WILLIS TOWERS WATSON US LLC1+ years Service code 11 · EIN 53-0181291 | Actuarial | $84,700 |
US BANK1+ years Service code 21 · EIN 41-2003732 | Bank Trustee | $38,356 |
DELOITTE & TOUCHE LLP1+ years Service code 10 · EIN 13-3891517 | Accounting | $37,000 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $164,233-100.0% | $447,195-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 25.8%-25.8pp | 0.0%0pp |
| Annual return | -25.91% | 2.78%-28.7pp | -11.06%-14.8pp | 2.78%-28.7pp |
| Employer contribution / active EE | $45,203 | $15,276+195.9% | $55,362-18.4% | $15,276+195.9% |
| Participant deferral / active EE | $0 | $691-100.0% | $26-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $3,572-100.0% | $1,015-100.0% |