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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 | $363,311 |
GOLDMAN SACHS5+ years Filed as: GOLDMAN SACHS ASSET MGT LP Service code 28 · EIN 13-3575636 | Investment Management | $179,894 |
MARATHON ASSET MANAGEMENT5+ years Service code 28 · EIN 22-3321401 | Investment Management | $65,913 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: J.P. MORGAN PRIVATE EQUITY Service code 24 · EIN 13-3200244 | Discretionary Trustee | $61,553 |
THE TOWNSEND GROUP5+ years Service code 28 · EIN 45-3073569 | Investment Management | $58,631 |
MFS INVESTMENT MANAGEMENT2 years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 111 HUNTINGTON AVENUE · BOSTON, MA 02199 | Investment Management | $56,872 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK N.A. Service code 19 · EIN 94-1347393 | Securities Custodian | $39,092 |
EATON VANCE3 years Filed as: EATON VANCE MANAGEMENT Service code 28 · EIN 04-3101341 | Investment Management | $34,270 |
INVESTEC ASSET MANAGEMENT5+ years Service code 28 · EIN 27-3203031 | Investment Management | $33,128 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $28,728 |
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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 | $3,370,408-100.0% | - | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 1.2%-1.2pp |
| Annual return | 17.42% | 20.56%-3.1pp | 13.45%+4.0pp | 53.27%-35.8pp |
| Employer contribution / active EE | $19,631 | $25,506-23.0% | $26,057-24.7% | $14,774+32.9% |
| Participant deferral / active EE | $0 | $645-100.0% | $181-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | - | $13,289-100.0% |