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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $398,712 |
GOLDMAN SACHS4+ years Filed as: GOLDMAN SACHS ASSET MGT LP Service code 28 · EIN 13-3575636 | Investment Management | $189,140 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: J.P. MORGAN PRIVATE EQUITY Service code 24 · EIN 13-3200244 | Discretionary Trustee | $92,598 |
MARATHON ASSET MANAGEMENT4+ years Service code 28 · EIN 22-3321401 | Investment Management | $80,652 |
BLACKROCK4+ years Filed as: BLACKROCK INSTN'L TRUST CO., N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $64,870 |
THE TOWNSEND GROUP4+ years Service code 28 · EIN 45-3073569 | Investment Management | $62,874 |
EATON VANCE2 years Filed as: EATON VANCE MANAGEMENT Service code 28 · EIN 04-3101341 | Investment Management | $46,915 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK N.A. Service code 19 · EIN 94-1347393 | Securities Custodian | $38,410 |
INVESTEC ASSET MANAGEMENT4+ years Service code 28 · EIN 27-3203031 | Investment Management | $36,657 |
Filed as: MFS HERITAGE TRUST COMPANY Service code 28 111 HUNTINGTON AVENUE · BOSTON, MA 02199 | Investment Management | $33,628 |
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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 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 | $21,578,776-100.0% | $221,583-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 0.0%0pp |
| Annual return | -3.63% | -5.10%+1.5pp | -6.55%+2.9pp | 33.37%-37.0pp |
| Employer contribution / active EE | $4,941 | $17,560-71.9% | $21,653-77.2% | $11,253-56.1% |
| Participant deferral / active EE | $0 | $304-100.0% | $160-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,920-100.0% | $99,113-100.0% |