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| Provider | Service type | Compensation |
|---|---|---|
SECOR1 year Service code 99 · EIN 27-3459612 | Other Fees | $95,503 |
NORTHERN TRUST COMPANY5 years Filed as: NORTHERN TRUST Service code 52 · EIN 36-1561860 | Indirect Investment Fees | $75,804 |
GOLDMAN SACHS1 year Filed as: DSM Service code 27 · EIN 42-0714325 | Advisory (Plan) | $51,132 |
GOLDMAN SACHS2 years Filed as: DSM CAPITAL PARTNERS LLC Service code 27 7111 FAIRWAY DRIVE, SUITE 350 · PALM BEACH GARDENS, FL 33418 | Advisory (Plan) | $51,132 |
PRIAC1 year Service code 99 · EIN 06-1050034 | Other Fees | $29,800 |
ANDREA GABALDON5 years Filed as: ANDREA TOBACK Service code 17 340 W DIVERSEY PKWY APT 1018 · CHICAGO, IL 60657 | Pension Consulting | $15,840 |
L&G1 year Service code 99 · EIN 35-7085469 | Other Fees | $7,882 |
EQUITABLE ADVISORS LLC3 years Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 64 · EIN 13-3623351 | Recordkeeping Fees | $0 |
J.P. GUTFREUND3 years Service code 27 1ST AVENUE · NEW YORK, NY 10021 | Advisory (Plan) | $0 |
MARGARET SHRIVER7 years Filed as: MARGARET EISEN Service code 27 YARMOUTH ROAD · ROWAYTON, CT 06853 | Advisory (Plan) | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,831-100.0% | $218,366-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 40.0%-40.0pp | 9.9%-9.9pp |
| Annual return | -28.93% | -12.22%-16.7pp | -9.12%-19.8pp | -5.25%-23.7pp |
| Employer contribution / active EE | $13,430 | $7,394+81.6% | $36,696-63.4% | $15,161-11.4% |
| Participant deferral / active EE | $0 | $0 | $72-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $309-100.0% | $3,602-100.0% | $3,859-100.0% |