Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS3 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 27 200 WEST STREET, 37TH FLOOR · NEW YORK, NY 10282 | Advisory (Plan) | $934,174 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 21 TRUST OPERATIONS · MINNEAPOLIS, MN 55485 | Bank Trustee | $414,046 |
HEWITT ASSOCIATES LLC4+ years Service code 11 · EIN 36-2235791 | Actuarial | $284,240 |
MARATHON ASSET MANAGEMENT4+ years Filed as: MARATHON LONDON GROUP Service code 27 · EIN 04-3237387 | Advisory (Plan) | $78,017 |
PGIM INVESTMENTS4+ years Filed as: JENNISON Service code 27 · EIN 52-2069785 | Advisory (Plan) | $77,803 |
INVESTEC ASSET MANAGEMENT4+ years Filed as: INVESTEC ASSET MANAGEMENT US LTD Service code 27 · EIN 27-3203031 | Advisory (Plan) | $74,377 |
DIMENSIONAL FUND ADVISORS2 years Service code 27 · EIN 30-0447847 | Advisory (Plan) | $72,983 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST Service code 27 181 WEST MADISON STREET M-23 · CHICAGO, IL 60603 | Advisory (Plan) | $25,317 |
Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 27 · EIN 81-4017137 | Advisory (Plan) | $11,247 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,197-100.0% | $1,035,159-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 49.6%-49.6pp | 4.7%-4.7pp |
| Annual return | -6.21% | -2.53%-3.7pp | -61.72%+55.5pp | -0.69%-5.5pp |
| Employer contribution / active EE | $198,714 | $37,001+437.0% | $47,703+316.6% | $16,786+1083.8% |
| Participant deferral / active EE | $0 | $59-100.0% | $135-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $5,792-100.0% | $124-100.0% |