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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS2 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 27 200 WEST STREET, 37TH FLOOR · NEW YORK, NY 10282 | Advisory (Plan) | $953,170 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 21 TRUST OPERATIONS · MINNEAPOLIS, MN 55485 | Bank Trustee | $412,744 |
HEWITT ASSOCIATES LLC3+ years Service code 11 · EIN 36-2235791 | Actuarial | $207,687 |
MARATHON ASSET MANAGEMENT3+ years Filed as: MARATHON LONDON GROUP Service code 27 · EIN 04-3237387 | Advisory (Plan) | $159,407 |
Service code 27 · EIN 30-0447847 | Advisory (Plan) | $64,769 |
PGIM INVESTMENTS3+ years Filed as: JENNISON Service code 27 · EIN 52-2069785 | Advisory (Plan) | $59,529 |
INVESTEC ASSET MANAGEMENT3+ years Filed as: INVESTEC ASSET MANAGEMENT US LTD Service code 27 · EIN 27-3203031 | Advisory (Plan) | $56,279 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST Service code 27 181 WEST MADISON STREET M-23 · CHICAGO, IL 60603 | Advisory (Plan) | $20,846 |
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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.
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% | $308,850-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 4.5%-4.5pp |
| Annual return | 12.89% | 10.58%+2.3pp | 14.41%-1.5pp | 13.95%-1.1pp |
| Employer contribution / active EE | $199,167 | $37,352+433.2% | $45,283+339.8% | $16,598+1100.0% |
| Participant deferral / active EE | $0 | $115-100.0% | $125-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $9,941-100.0% | $612-100.0% |