Filed April 22, 2016 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING8+ years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $1,635,657 |
WELLINGTON TRUST COMPANY8+ years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 28 · EIN 04-2683227 | Investment Management | $591,570 |
Filed as: CAMBRIDGE ASSOCIATES Service code 16 125 HIGH STREET · BOSTON, MA 02110 | Consulting | $445,200 |
THE CARLYLE GROUP4 years Service code 28 600 TRAVIS ST · HOUSTON, TX 77002 | Investment Management | $200,795 |
LOOMIS SAYLES8+ years Filed as: LOOMIS SAYLES HY FUND Service code 28 · EIN 39-6797388 | Investment Management | $184,723 |
Filed as: HIG ADVANTAGE BUYOUT FUND LP Service code 28 · EIN 36-4867059 | Investment Management | $182,832 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET CUSTODY RET PLAN Service code 15 PO BOX 75199 · CHICAGO, IL 606755199 | Recordkeeping | $136,511 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET BANK AND TRUST CO. Service code 21 ONE STATE STREET PLAZA · NEW YORK, NY 10004 | Bank Trustee | $124,447 |
KPMG LLP1 year Service code 10 · EIN 13-5565207 | Accounting | $80,000 |
GOLDMAN SACHS2 years Filed as: DYAL CAPITAL PARTNERS IV Service code 28 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Investment Management | $61,007 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value 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 | $1,469,698 | $1,469,6980% | $267,477+449.5% | $1,469,6980% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 0.0%0pp |
| Annual return | -13.53% | 7.68%-21.2pp | -38.86%+25.3pp | 7.68%-21.2pp |
| Employer contribution / active EE | $0 | $9,142-100.0% | $37,756-100.0% | $9,142-100.0% |
| Participant deferral / active EE | $0 | $462-100.0% | $16-100.0% | $462-100.0% |
| Admin fee / account holder | $19,323 | $19,3230% | $16,942+14.1% | $19,3230% |