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| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 17 · EIN 94-3112180 | Pension Consulting | $1,128,799 |
PENSION ASSURANCE LLP2 years Filed as: PENSION BENEFIT GUARANTY CORP Service code 23 1200 K ST. NW · WASHINGTON, DC 20005 | Insurance services | $562,695 |
MARKSTON INTERNATIONAL, LLC3+ years Service code 28 · EIN 13-3441185 | Investment Management | $198,376 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAVARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $191,835 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY EMERGING MARKETS Service code 28 · EIN 13-3040307 | Investment Management | $150,629 |
ALLIANZ GLOBAL INVESTORS3+ years Filed as: ALLIANZ GLOBAL INVESTORS CAPITAL Service code 28 · EIN 13-3413767 | Investment Management | $125,491 |
BOSTON PARTNERS3+ years Filed as: THE BOSTON COMPANY ASSET MGMT, LLC Service code 28 · EIN 13-2662736 | Investment Management | $121,000 |
CONSULTIVA INTERNATIONAL3+ years Filed as: CONSULTIVA INTERNATIONAL, INC. Service code 17 · EIN 66-0569863 | Pension Consulting | $120,000 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JP MORGAN CHASE Service code 19 · EIN 13-4994650 | Securities Custodian | $66,930 |
PRICEWATERHOUSECOOPERS LLP3+ years Filed as: PWC LLP PUERTO RICO Service code 10 · EIN 66-0558530 | Accounting | $40,536 |
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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 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 13.00% | 12.92%+0.1pp | 10.36%+2.6pp | 17.84%-4.8pp |
| Employer contribution / active EE | $0 | $14,070-100.0% | $37,738-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |