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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $327,603 |
GOLDMAN SACHS2+ years Filed as: GOLDMAN SACHS ASSET MGMT LP Service code 28 · EIN 13-3575636 | Investment Management | $269,874 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: J.P. MORGAN PRIVATE EQUITY Service code 24 · EIN 13-3200244 | Discretionary Trustee | $157,430 |
MARATHON ASSET MANAGEMENT2+ years Service code 28 · EIN 22-3321401 | Investment Management | $119,201 |
DELOITTE & TOUCHE LLP2+ years Service code 10 · EIN 13-3891517 | Accounting | $74,653 |
THE TOWNSEND GROUP2+ years Service code 28 · EIN 45-3073569 | Investment Management | $70,371 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK, N.A Service code 19 · EIN 94-1347393 | Securities Custodian | $69,979 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $68,867 |
INVESTEC ASSET MANAGEMENT2+ years Service code 28 · EIN 27-3203031 | Investment Management | $52,960 |
SHENKMAN CAPITAL MANAGEMENT2+ years Filed as: SHENKMAN CAPITAL MANAGEMENT INC. Service code 28 461 FIFTH AVENUE · NEW YORK, NY 10017 | Investment Management | $50,494 |
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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 | $35,636-100.0% | $14,339-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.0%-17.0pp | 1.8%-1.8pp |
| Annual return | 5.93% | 3.15%+2.8pp | 1.15%+4.8pp | 7.18%-1.3pp |
| Employer contribution / active EE | $22,742 | $18,767+21.2% | $26,339-13.7% | $13,095+73.7% |
| Participant deferral / active EE | $0 | $265-100.0% | $178-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $3,605-100.0% | $362-100.0% |