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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS2 years Filed as: DSM CAPITAL PARTNERS Service code 27 · EIN 31-1770164 | Advisory (Plan) | $68,881 |
MARGARET SHRIVER4 years Filed as: MARGARET EISEN Service code 27 YARMOUTH ROAD · ROWAYTON, CT 06853 | Advisory (Plan) | $21,000 |
BAIRD FUNDS3 years Filed as: ROBERT P MORGENTHAU Service code 27 DODGEWOOD ROAD · BRONX, NY 10471 | Advisory (Plan) | $15,000 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST Service code 52 · EIN 36-1561860 | Indirect Investment Fees | $13,250 |
ANDREA GABALDON2 years Filed as: ANDREA TOBACK Service code 17 340 W DIVERSEY PKWY APT 1018 · CHICAGO, IL 60657 | Pension Consulting | $11,932 |
Filed as: AXA Service code 64 · EIN 13-3623351 | Recordkeeping Fees | $9,657 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $317,036-100.0% | $445,290-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 13.0%-13.0pp | 31.8%-31.8pp | 13.0%-13.0pp |
| Annual return | 11.89% | 13.59%-1.7pp | 11.97%-0.1pp | 13.59%-1.7pp |
| Employer contribution / active EE | $18,380 | $14,592+26.0% | $37,298-50.7% | $14,592+26.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $23-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | $1,503-100.0% | $29,657-100.0% |