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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS7+ years Filed as: GOLDMAN SACHS ASSET MGMT LP Service code 28 · EIN 13-3575636 | Investment Management | $346,772 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $279,740 |
MARATHON ASSET MANAGEMENT7+ years Service code 28 · EIN 22-3321401 | Investment Management | $102,849 |
MFS INVESTMENT MANAGEMENT4 years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 111 HUNTINGTON AVENUE · BOSTON, MA 02199 | Investment Management | $97,137 |
PGIM INVESTMENTS7+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $94,636 |
Filed as: TOWNSEND GREAT LAKES & PLAINS, LLP Service code 50 · EIN 84-3868047 | Direct Payment | $87,808 |
WELLS FARGO BANK, N.A.5 years Service code 19 · EIN 94-1347393 | Securities Custodian | $84,592 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: J.P. MORGAN PRIVATE EQUITY Service code 24 · EIN 13-3200244 | Discretionary Trustee | $82,864 |
BLACKROCK7+ years Filed as: BLACKROCK INSTN'L TRUST CO., N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $60,944 |
ROBECO INVESTMENT MANAGEMENT2 years Filed as: ROBECO GLOBAL EMERGING MKTS EF II Service code 28 · EIN 32-0291796 | Investment Management | $58,228 |
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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 | $1,472,696-100.0% | $765,066-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.4%-3.4pp | 0.7%-0.7pp |
| Annual return | 7.81% | 8.60%-0.8pp | 8.31%-0.5pp | 13.24%-5.4pp |
| Employer contribution / active EE | $0 | $19,393-100.0% | $21,002-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $498-100.0% | $224-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $724-100.0% | $4,137-100.0% |