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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 | $294,532 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $263,745 |
MARATHON ASSET MANAGEMENT8+ years Service code 28 · EIN 22-3321401 | Investment Management | $91,658 |
GREAT LAKES ADVISORS, LLC2 years Filed as: TOWNSEND GREAT LAKES & PLAINS, LLP Service code 50 · EIN 84-3868047 | Direct Payment | $81,307 |
Filed as: JP MORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $73,972 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $71,816 |
Filed as: PRINCIPAL TRUST COMPANY Service code 21 · EIN 51-0099493 | Bank Trustee | $68,387 |
MFS INVESTMENT MANAGEMENT5 years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 57-1187281 | Investment Management | $68,226 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LGIM AMERICA INC Service code 28 · EIN 20-8058531 | Investment Management | $63,463 |
PGIM INVESTMENTS8+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $44,631 |
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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 | $164,233-100.0% | - | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -19.92% | -17.19%-2.7pp | 179.55%-199.5pp | 2.78%-22.7pp |
| Employer contribution / active EE | $0 | $23,110-100.0% | $24,917-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $550-100.0% | $463-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | - | $1,015-100.0% |