Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $1,352,377 |
GOLDMAN SACHS10+ years Filed as: GOLDMAN SACHS ASSET MGT LP Service code 28 · EIN 13-3575636 | Investment Management | $811,570 |
MFS INVESTMENT MANAGEMENT7 years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 57-1187281 | Investment Management | $307,536 |
BLACKROCK6 years Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 28 · EIN 13-3806691 | Investment Management | $293,562 |
GOLDMAN SACHS2 years Filed as: STEPSTONE CAPITAL PARTNERS Service code 28 · EIN 98-1388563 | Investment Management | $282,921 |
WELLINGTON TRUST COMPANY10+ years Filed as: WELLINGTON TRUST COMPANY, N.A. Service code 52 · EIN 04-2755549 | Indirect Investment Fees | $265,835 |
GREAT LAKES ADVISORS, LLC4 years Filed as: TOWNSEND GREAT LAKES & PLAINS, LLC Service code 50 · EIN 84-3868047 | Direct Payment | $263,211 |
Filed as: PRINCIPAL TRUST COMPANY Service code 52 · EIN 51-0099493 | Indirect Investment Fees | $202,092 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TR CO., N.A Service code 52 · EIN 94-3112180 | Indirect Investment Fees | $186,979 |
PGIM INVESTMENTS10+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $158,054 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 2.65% | 8.48%-5.8pp | 4.95%-2.3pp | 8.48%-5.8pp |
| Employer contribution / active EE | $15,743 | $9,949+58.2% | $20,917-24.7% | $9,949+58.2% |
| Participant deferral / active EE | $0 | $734-100.0% | $188-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |