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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS4 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 · EIN 13-3575636 | Investment Management | $1,143,824 |
ALIGHT SOLUTIONS LLC5 years Service code 15 · EIN 36-2235791 | Recordkeeping | $569,223 |
MERCER7+ years Filed as: MERCER INC. Service code 11 · EIN 13-2834414 | Actuarial | $120,586 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BNY MELLON Service code 21 · EIN 25-6078093 | Bank Trustee | $98,297 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $204,024-100.0% | $454,052-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 18.4%-18.4pp | 3.7%-3.7pp |
| Annual return | 0.25% | 12.07%-11.8pp | 8.95%-8.7pp | 15.63%-15.4pp |
| Employer contribution / active EE | $0 | $9,481-100.0% | $46,559-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $561-100.0% | $19,831-100.0% | $429-100.0% |