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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS3+ years Filed as: GOLDMAN SACHS ASSET MGMT LP Service code 28 · EIN 13-3575636 | Investment Management | $693,549 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $670,531 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: J.P. MORGAN PRIVATE EQUITY Service code 24 · EIN 13-3200244 | Discretionary Trustee | $361,454 |
MARATHON ASSET MANAGEMENT3+ years Service code 28 · EIN 22-3321401 | Investment Management | $311,332 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK N.A. Service code 19 · EIN 94-1347393 | Securities Custodian | $184,392 |
THE TOWNSEND GROUP3+ years Service code 28 · EIN 45-3073569 | Investment Management | $179,343 |
BLACKROCK3+ years Filed as: BLACKROCK INSTN'L. TRUST CO., N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $142,700 |
INVESTEC ASSET MANAGEMENT3+ years Service code 28 · EIN 27-3203031 | Investment Management | $106,615 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $104,858 |
PGIM INVESTMENTS3+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $95,864 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $9,655,338-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.4%-7.4pp | 0.0%0pp |
| Annual return | 13.37% | 19.60%-6.2pp | 11.12%+2.2pp | 17.84%-4.5pp |
| Employer contribution / active EE | $7,637 | $16,438-53.5% | $22,651-66.3% | $14,688-48.0% |
| Participant deferral / active EE | $0 | $424-100.0% | $198-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $57,986-100.0% | - |