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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS1+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 16 · EIN 13-3575636 | Consulting | $213,792 |
MARATHON ASSET MANAGEMENT1+ years Filed as: MARATHON LONDON GROUP Service code 28 · EIN 22-3321040 | Investment Management | $43,679 |
BLACKSTONE1+ years Service code 28 · EIN 13-3702086 | Investment Management | $41,076 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATE Service code 28 · EIN 20-0292745 | Investment Management | $40,839 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $40,749 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $38,494 |
Filed as: PRUDENTIAL INVESTMENT Service code 28 · EIN 22-2540245 | Investment Management | $25,300 |
AMERICAN FUNDS1+ years Filed as: JENNISON ASSOCIATES CAPITAL GROUP Service code 28 · EIN 13-2631108 | Investment Management | $21,061 |
Filed as: PYRAMIS GLOBAL ADVISORS Service code 28 · EIN 74-2467619 | Investment Management | $17,966 |
Service code 65 · EIN 04-6568107 | Account Maintenance | $14,687 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 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 | 3.92% | 3.15%+0.8pp | 1.15%+2.8pp | 7.18%-3.3pp |
| Employer contribution / active EE | $0 | $18,767-100.0% | $26,339-100.0% | $13,095-100.0% |
| 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% |