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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS7 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 27 200 WEST STREET, 37TH FLOOR · NEW YORK, NY 10282 | Advisory (Plan) | $845,203 |
Filed as: PRINCIPAL TRUST COMPANY Service code 21 · EIN 51-0099493 | Bank Trustee | $200,342 |
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO Service code 21 TRUST OPERATIONS · MINNEAPOLIS, MN 55485 | Bank Trustee | $106,897 |
PGIM INVESTMENTS8+ years Filed as: JENNISON Service code 27 · EIN 52-2069785 | Advisory (Plan) | $69,376 |
INVESTEC ASSET MANAGEMENT3 years Filed as: NINETY ONE EMERGING MARKETS LLC Service code 27 · EIN 27-3203031 | Advisory (Plan) | $11,886 |
DIMENSIONAL FUND ADVISORS6 years Service code 27 · EIN 30-0447847 | Advisory (Plan) | $11,758 |
MARATHON ASSET MANAGEMENT8+ years Filed as: MARATHON LONDON GROUP Service code 27 · EIN 04-3237387 | Advisory (Plan) | $10,685 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $242,135-100.0% | $319,010-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 22.4%-22.4pp | 47.0%-47.0pp | 9.9%-9.9pp |
| Annual return | -17.64% | -11.20%-6.4pp | 10.22%-27.9pp | -5.25%-12.4pp |
| Employer contribution / active EE | $0 | $17,775-100.0% | $51,212-100.0% | $15,161-100.0% |
| Participant deferral / active EE | $0 | $0 | $129-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $21,137-100.0% | $10,810-100.0% | $3,859-100.0% |