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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $1,818,482 |
GOLDMAN SACHS5+ years Filed as: GOLDMAN SACHS ASSET MGT LP Service code 28 · EIN 13-3575636 | Investment Management | $1,190,172 |
MARATHON ASSET MANAGEMENT5+ years Service code 28 · EIN 22-3321401 | Investment Management | $441,517 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: J.P. MORGAN PRIVATE EQUITY Service code 24 · EIN 13-3200244 | Discretionary Trustee | $413,526 |
THE TOWNSEND GROUP5+ years Service code 28 · EIN 45-3073569 | Investment Management | $397,177 |
MFS INVESTMENT MANAGEMENT2 years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 111 HUNTINGTON AVENUE · BOSTON, MA 02199 | Investment Management | $380,905 |
WELLS FARGO BANK, N.A.5+ years Service code 19 · EIN 94-1347393 | Securities Custodian | $251,590 |
EATON VANCE3 years Filed as: EATON VANCE MANAGEMENT Service code 28 · EIN 04-3101341 | Investment Management | $230,131 |
INVESTEC ASSET MANAGEMENT5+ years Service code 28 · EIN 27-3203031 | Investment Management | $222,404 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $192,885 |
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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 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 19.73% | 1023.85%-1004.1pp | 13.45%+6.3pp | 1023.85%-1004.1pp |
| Employer contribution / active EE | $12,357 | $11,605+6.5% | $26,057-52.6% | $11,605+6.5% |
| Participant deferral / active EE | $0 | $275-100.0% | $181-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |