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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $831,347 |
GOLDMAN SACHS9+ years Filed as: GOLDMAN SACHS ASSET MGMT LP Service code 28 · EIN 13-3575636 | Investment Management | $606,978 |
GREAT LAKES ADVISORS, LLC3 years Filed as: TOWNSEND GREAT LAKES & PLAINS, LLP Service code 50 · EIN 84-3868047 | Direct Payment | $599,510 |
WELLINGTON TRUST COMPANY9+ years Filed as: WELLINGTON TRUST COMPANY, N.A. Service code 52 · EIN 04-2755549 | Indirect Investment Fees | $205,479 |
Filed as: PRINCIPAL TRUST COMPANY Service code 28 · EIN 51-0099493 | Investment Management | $177,807 |
MFS INVESTMENT MANAGEMENT6 years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 57-1187281 | Investment Management | $174,083 |
PGIM INVESTMENTS9+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $161,834 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JP MORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $155,938 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $139,992 |
BLACKROCK5 years Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 28 · EIN 13-3806691 | Investment Management | $115,211 |
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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 | $13,363-100.0% | $191,373-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 2.2%-2.2pp |
| Annual return | 8.48% | 8.28%+0.2pp | 8.46%0pp | 9.11%-0.6pp |
| Employer contribution / active EE | $0 | $8,225-100.0% | $25,175-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $294-100.0% | $181-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $730-100.0% | $125-100.0% |