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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS10+ years Filed as: GOLDMAN SACHS ASSET MGMT LP Service code 28 · EIN 13-3575636 | Investment Management | $615,085 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $593,222 |
BLACKROCK6 years Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 28 · EIN 13-3806691 | Investment Management | $225,425 |
WELLINGTON TRUST COMPANY10+ years Filed as: WELLINGTON TRUST COMPANY, N.A. Service code 52 · EIN 04-2755549 | Indirect Investment Fees | $202,842 |
Filed as: PRINCIPAL TRUST COMPANY Service code 28 · EIN 51-0099493 | Investment Management | $201,453 |
GREAT LAKES ADVISORS, LLC4 years Filed as: TOWNSEND GREAT LAKES & PLAINS, LLP Service code 50 · EIN 84-3868047 | Direct Payment | $171,816 |
GOLDMAN SACHS2 years Filed as: STEPSTONE CAPITAL PARTNERS Service code 28 · EIN 98-1388563 | Investment Management | $167,282 |
MFS INVESTMENT MANAGEMENT7 years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 57-1187281 | Investment Management | $159,477 |
PGIM INVESTMENTS10+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $155,800 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $151,171 |
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Annual investment return 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | 1.04% | 18.61%-17.6pp | 4.95%-3.9pp | 9.30%-8.3pp |
| Employer contribution / active EE | $0 | $11,871-100.0% | $20,917-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $119-100.0% | $188-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |