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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS7+ years Filed as: GOLDMAN SACHS ASSET MGT LP Service code 28 · EIN 13-3575636 | Investment Management | $1,361,921 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $1,349,702 |
MARATHON ASSET MANAGEMENT7+ years Service code 28 · EIN 22-3321401 | Investment Management | $430,872 |
MFS INVESTMENT MANAGEMENT4 years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 111 HUNTINGTON AVENUE · BOSTON, MA 02199 | Investment Management | $402,935 |
Filed as: TOWNSEND GREAT LAKES & PLAINS, LLC Service code 52 · EIN 84-3868047 | Indirect Investment Fees | $363,546 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: J.P. MORGAN PRIVATE EQUITY Service code 24 · EIN 13-3200244 | Discretionary Trustee | $348,115 |
PGIM INVESTMENTS7+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $304,904 |
WELLS FARGO BANK, N.A.7+ years Service code 19 · EIN 94-1347393 | Securities Custodian | $293,230 |
BLACKROCK7+ years Filed as: BLACKROCK INSTN'L TRUST CO., N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $249,272 |
ROBECO INVESTMENT MANAGEMENT2 years Filed as: ROBECO GLOBAL EMERGING MKTS EF II Service code 28 · EIN 32-0291796 | Investment Management | $216,646 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $0 | $765,066-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 3.4%-3.4pp | 0.0%0pp |
| Annual return | 8.87% | 19.39%-10.5pp | 8.31%+0.6pp | 19.39%-10.5pp |
| Employer contribution / active EE | $2,184 | $8,446-74.1% | $21,002-89.6% | $8,446-74.1% |
| Participant deferral / active EE | $0 | $353-100.0% | $224-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $724-100.0% | - |