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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS6+ years Filed as: GOLDMAN SACHS ASSET MGMT LP Service code 28 · EIN 13-3575636 | Investment Management | $784,046 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $693,727 |
MARATHON ASSET MANAGEMENT6+ years Service code 28 · EIN 22-3321401 | Investment Management | $301,762 |
MFS INVESTMENT MANAGEMENT3 years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 111 HUNTINGTON AVENUE · BOSTON, MA 02199 | Investment Management | $248,720 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: J.P. MORGAN PRIVATE EQUITY Service code 24 · EIN 13-3200244 | Discretionary Trustee | $228,975 |
THE TOWNSEND GROUP6+ years Service code 28 · EIN 45-3073569 | Investment Management | $176,515 |
Filed as: ROBECO GLOBAL EMERGING MKTS EF II Service code 28 · EIN 32-0291796 | Investment Management | $144,015 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO BANK N.A. Service code 19 · EIN 94-1347393 | Securities Custodian | $142,772 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $139,304 |
EATON VANCE4 years Filed as: EATON VANCE MANAGEMENT Service code 28 · EIN 04-3101341 | Investment Management | $121,664 |
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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.
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 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 | $733,756-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 0.0%0pp |
| Annual return | 16.52% | 19.50%-3.0pp | 8.35%+8.2pp | 12.86%+3.7pp |
| Employer contribution / active EE | $0 | $27,684-100.0% | $27,010-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $327-100.0% | $180-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $19,421-100.0% | - |