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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS5 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 · EIN 13-3575636 | Investment Management | $864,542 |
ALIGHT SOLUTIONS LLC6 years Service code 15 · EIN 36-2235791 | Recordkeeping | $564,319 |
MERCER8+ years Filed as: MERCER INC. Service code 11 · EIN 13-2834414 | Actuarial | $160,789 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BNY MELLON Service code 21 · EIN 25-6078093 | Bank Trustee | $96,540 |
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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 | $171,256-100.0% | $788,447-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 21.4%-21.4pp | 1.5%-1.5pp |
| Annual return | -31.67% | -6.02%-25.6pp | -3.21%-28.5pp | 23.41%-55.1pp |
| Employer contribution / active EE | $41,986 | $11,241+273.5% | $46,051-8.8% | $12,650+231.9% |
| Participant deferral / active EE | $0 | $120-100.0% | $31-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $46,258-100.0% | $14,884-100.0% |