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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS8+ years Filed as: GOLDMAN SACHS ASSET MGMT LP Service code 28 · EIN 13-3575636 | Investment Management | $754,606 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $743,683 |
MARATHON ASSET MANAGEMENT8+ years Service code 28 · EIN 22-3321401 | Investment Management | $236,919 |
GREAT LAKES ADVISORS, LLC2 years Filed as: TOWNSEND GREAT LAKES & PLAINS, LLP Service code 50 · EIN 84-3868047 | Direct Payment | $209,567 |
Filed as: PRINCIPAL TRUST COMPANY Service code 28 · EIN 51-0099493 | Investment Management | $197,470 |
Filed as: JP MORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $190,865 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $185,203 |
MFS INVESTMENT MANAGEMENT5 years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 57-1187281 | Investment Management | $175,932 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LGIM AMERICA INC Service code 28 · EIN 20-8058531 | Investment Management | $163,606 |
PGIM INVESTMENTS8+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $115,185 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | - | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 1.5%-1.5pp |
| Annual return | -19.89% | 17.17%-37.1pp | 179.55%-199.4pp | 23.41%-43.3pp |
| Employer contribution / active EE | $0 | $11,568-100.0% | $24,917-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,827-100.0% | $463-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | - | $14,884-100.0% |