| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $349,385 |
GOLDMAN SACHS2 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 · EIN 13-3575636 | Investment Management | $338,399 |
RBC GLOBAL ASSET MANAGEMENT2 years Filed as: RBC GLOBAL ASSET MANAGEMENT UK LTD Service code 28 | Investment Management | $296,509 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: J. P. MORGAN CHASE & CO. Service code 19 · EIN 13-4994650 | Securities Custodian | $272,139 |
PGIM INVESTMENTS6+ years Filed as: PGIM, INC. Service code 28 · EIN 22-2540245 | Investment Management | $239,787 |
Filed as: TIMESSQUARE CAPITAL MANAGEMENT LLC Service code 28 · EIN 20-1665304 | Investment Management | $236,529 |
ALLSPRING1 year Filed as: ALLSPRING GLOBAL INVESTMENTS Service code 28 · EIN 95-3692822 | Investment Management | $232,715 |
AB FUNDS6+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $206,527 |
ALLIANZ GLOBAL INVESTORS2 years Filed as: ALLIANZ GLOBAL INVESTORS U.S. LLC Service code 28 · EIN 01-0645160 | Investment Management | $205,686 |
Filed as: UNIGESTION (UK) LIMITED Service code 28 | Investment Management | $142,032 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $220,551-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 3.7%-3.7pp |
| Annual return | 20.05% | 9.47%+10.6pp | 7.32%+12.7pp | 15.63%+4.4pp |
| Employer contribution / active EE | $12,743 | $9,065+40.6% | $23,426-45.6% | $11,476+11.0% |
| Participant deferral / active EE | $0 | $939-100.0% | $107-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $9,522-100.0% | $429-100.0% |