| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $913,020 |
GOLDMAN SACHS3 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 · EIN 13-3575636 | Investment Management | $565,137 |
Filed as: J.P. MORGAN CHASE & CO. Service code 19 · EIN 13-4994650 | Securities Custodian | $337,000 |
PGIM INVESTMENTS7+ years Filed as: PGIM, INC. Service code 28 · EIN 22-2540245 | Investment Management | $217,217 |
AB FUNDS7+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $209,183 |
RBC GLOBAL ASSET MANAGEMENT3 years Filed as: RBC GLOBAL ASSET MANAGEMENT UK LTD Service code 28 | Investment Management | $209,164 |
Filed as: TIMESSQUARE CAPITAL MANAGEMENT LLC Service code 28 · EIN 20-1665304 | Investment Management | $184,721 |
ALLSPRING2 years Filed as: ALLSPRING GLOBAL INVESTMENTS Service code 28 · EIN 86-3510848 | Investment Management | $183,158 |
Filed as: UNIGESTION (UK) LIMITED Service code 28 | Investment Management | $135,985 |
ALLIANZ GLOBAL INVESTORS3 years Filed as: ALLIANZ GLOBAL INVESTORS U.S. LLC Service code 28 · EIN 01-0645160 | Investment Management | $109,416 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -22.29% | 1.88%-24.2pp | -5.12%-17.2pp | 2.78%-25.1pp |
| Employer contribution / active EE | $0 | $8,732-100.0% | $31,020-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $482-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |