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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS7+ years Service code 28 · EIN 13-5108880 | Investment Management | $107,725 |
DELOITTE & TOUCHE LLP6 years Filed as: DELOITTE Service code 11 · EIN 13-5133500 | Actuarial | $32,750 |
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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 | $67,261-100.0% | $220,551-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 8.7%-8.7pp | 3.6%-3.6pp |
| Annual return | 2.28% | 8.91%-6.6pp | 7.32%-5.0pp | 11.84%-9.6pp |
| Employer contribution / active EE | $11,659 | $8,713+33.8% | $23,426-50.2% | $17,339-32.8% |
| Participant deferral / active EE | $0 | $675-100.0% | $107-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $892-100.0% | $9,522-100.0% | $409-100.0% |