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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $1,785,198 |
GREAT LAKES ADVISORS, LLC3 years Filed as: TOWNSEND GREAT LAKES & PLAINS, LLC Service code 50 · EIN 84-3868047 | Direct Payment | $960,841 |
GOLDMAN SACHS9+ years Filed as: GOLDMAN SACHS ASSET MGT LP Service code 28 · EIN 13-3575636 | Investment Management | $836,505 |
MFS INVESTMENT MANAGEMENT6 years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 57-1187281 | Investment Management | $338,929 |
WELLINGTON TRUST COMPANY9+ years Filed as: WELLINGTON TRUST COMPANY, N.A. Service code 52 · EIN 04-2755549 | Indirect Investment Fees | $274,069 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JP MORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $254,640 |
Filed as: PRINCIPAL TRUST COMPANY Service code 52 · EIN 51-0099493 | Indirect Investment Fees | $199,589 |
BLACKROCK5 years Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 28 · EIN 13-3806691 | Investment Management | $187,041 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $186,186 |
PGIM INVESTMENTS9+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $168,029 |
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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 | $191,373-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | 8.94% | 33.11%-24.2pp | 8.46%+0.5pp | 33.11%-24.2pp |
| Employer contribution / active EE | $12,300 | $9,000+36.7% | $25,175-51.1% | $9,000+36.7% |
| Participant deferral / active EE | $0 | $680-100.0% | $181-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $730-100.0% | - |