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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $1,435,579 |
GOLDMAN SACHS8+ years Filed as: GOLDMAN SACHS ASSET MGT LP Service code 28 · EIN 13-3575636 | Investment Management | $1,072,955 |
MARATHON ASSET MANAGEMENT8+ years Service code 28 · EIN 22-3321401 | Investment Management | $386,299 |
GREAT LAKES ADVISORS, LLC2 years Filed as: TOWNSEND GREAT LAKES & PLAINS, LLC Service code 52 · EIN 84-3868047 | Indirect Investment Fees | $337,857 |
Filed as: JP MORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $311,061 |
Filed as: PRINCIPAL TRUST COMPANY Service code 52 · EIN 51-0099493 | Indirect Investment Fees | $230,916 |
MFS INVESTMENT MANAGEMENT5 years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 57-1187281 | Investment Management | $222,406 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LGIM AMERICA INC Service code 28 · EIN 20-8058531 | Investment Management | $171,905 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $158,539 |
BOSTON PARTNERS1 year Filed as: BOSTON PARTNERS TRUST COMPANY Service code 52 · EIN 32-0291796 | Indirect Investment Fees | $150,371 |
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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 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 | -17.00% | -14.80%-2.2pp | 179.55%-196.6pp | -14.80%-2.2pp |
| Employer contribution / active EE | $6,885 | $8,996-23.5% | $24,917-72.4% | $8,996-23.5% |
| Participant deferral / active EE | $0 | $455-100.0% | $463-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |