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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS6+ years Service code 28 · EIN 13-5108880 | Investment Management | $179,545 |
DELOITTE & TOUCHE LLP5 years Filed as: DELOITTE Service code 11 · EIN 13-5133500 | Actuarial | $31,500 |
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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 | $409,661-100.0% | $477,209-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 1.7%-1.7pp |
| Annual return | 5.91% | 10.60%-4.7pp | -2.84%+8.7pp | 627.08%-621.2pp |
| Employer contribution / active EE | $20,660 | $19,729+4.7% | $33,329-38.0% | $18,824+9.8% |
| Participant deferral / active EE | $0 | $349-100.0% | $51-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,475-100.0% | $1,923-100.0% |