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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS6 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 · EIN 13-3575636 | Investment Management | $877,624 |
ALIGHT SOLUTIONS LLC7 years Service code 15 · EIN 36-2235791 | Recordkeeping | $583,177 |
MERCER9+ years Filed as: MERCER INC. Service code 11 · EIN 13-2834414 | Actuarial | $146,305 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BNY MELLON Service code 21 · EIN 25-6078093 | Bank Trustee | $105,428 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen 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 | $0 | $13,363-100.0% | $422,209-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.2%-2.2pp |
| Annual return | 8.28% | 8.84%-0.6pp | 12.68%-4.4pp | 9.11%-0.8pp |
| Employer contribution / active EE | $0 | $8,705-100.0% | $41,626-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $127-100.0% | $96-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,609-100.0% | $125-100.0% |