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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS2+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 16 · EIN 13-3575636 | Consulting | $253,353 |
Filed as: PARAMETRIC EM EQUITY Service code 28 · EIN 04-3101341 | Investment Management | $86,816 |
MARATHON ASSET MANAGEMENT2+ years Filed as: MARATHON LONDON GROUP Service code 28 · EIN 22-3321040 | Investment Management | $73,742 |
BLACKSTONE2+ years Service code 28 · EIN 13-3702086 | Investment Management | $52,012 |
Filed as: PYRAMIS GLOBAL ADVISORS Service code 28 · EIN 74-2467619 | Investment Management | $51,573 |
Filed as: PRUDENTIAL INVESTMENT Service code 28 · EIN 22-2540245 | Investment Management | $32,562 |
AMERICAN FUNDS2+ years Filed as: JENNISON ASSOCIATES CAPITAL GROUP Service code 28 · EIN 13-2631108 | Investment Management | $32,238 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $26,495 |
WESTFIELD CAPITAL MANAGEMENT2+ years Service code 28 · EIN 30-0027188 | Investment Management | $25,883 |
DONALD TAYLOR2+ years Filed as: DONALD SMITH Service code 28 · EIN 68-0618235 | Investment Management | $25,741 |
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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 | $44,091-100.0% | $9,655,338-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.4%-7.4pp | 4.5%-4.5pp |
| Annual return | 3.68% | 13.07%-9.4pp | 11.12%-7.4pp | 13.95%-10.3pp |
| Employer contribution / active EE | $0 | $15,406-100.0% | $22,651-100.0% | $16,598-100.0% |
| Participant deferral / active EE | $0 | $685-100.0% | $198-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $57,986-100.0% | $612-100.0% |