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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $1,929,247 |
PACIFIC GLOBAL ADVISORS1+ years Service code 28 · EIN 80-0717139 | Investment Management | $1,574,302 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN PRIVATE EQUITY Service code 24 · EIN 13-3200244 | Discretionary Trustee | $1,048,817 |
MARATHON ASSET MANAGEMENT1+ years Service code 28 · EIN 22-3321401 | Investment Management | $582,830 |
GOLDMAN SACHS1+ years Filed as: GOLDMAN SACHS ASSET MGT LP Service code 28 · EIN 13-3575636 | Investment Management | $499,080 |
THE TOWNSEND GROUP1+ years Service code 28 · EIN 45-3073569 | Investment Management | $370,910 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST COMPANY, N.A. Service code 52 · EIN 04-2755549 | Indirect Investment Fees | $352,142 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $313,562 |
INVESTEC ASSET MANAGEMENT1+ years Service code 28 · EIN 27-3203031 | Investment Management | $310,281 |
Filed as: PYRAMIS GLOBAL ADVISORS TRUST CO. Service code 28 · EIN 04-3532603 | Investment Management | $298,510 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $10,105-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.1%-11.1pp | 0.0%0pp |
| Annual return | -0.76% | 3.11%-3.9pp | 16.23%-17.0pp | 3.11%-3.9pp |
| Employer contribution / active EE | $12,799 | $9,361+36.7% | $17,605-27.3% | $9,361+36.7% |
| Participant deferral / active EE | $0 | $375-100.0% | $237-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $11-100.0% | - |