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| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK4 years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 17 · EIN 94-3112180 | Pension Consulting | $1,371,691 |
PENSION ASSURANCE LLP4 years Filed as: PENSION BENEFIT GUARANTY CORP Service code 23 1200 K ST. NW · WASHINGTON, DC 20005 | Insurance services | $642,320 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON DELAVARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $359,983 |
MARKSTON INTERNATIONAL, LLC5+ years Service code 28 · EIN 13-3441185 | Investment Management | $155,890 |
CONSULTIVA INTERNATIONAL5+ years Filed as: CONSULTIVA INTERNATIONAL, INC. Service code 17 · EIN 66-0569863 | Pension Consulting | $120,000 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY EMERGING MARKETS Service code 28 · EIN 13-3040307 | Investment Management | $104,947 |
BOSTON PARTNERS5+ years Filed as: THE BOSTON COMPANY ASSET MGMT, LLC Service code 28 · EIN 13-2662736 | Investment Management | $91,758 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: JP MORGAN CHASE Service code 19 · EIN 13-4994650 | Securities Custodian | $61,957 |
PRICEWATERHOUSECOOPERS LLP5+ years Filed as: PWC LLP PUERTO RICO Service code 10 · EIN 66-0558530 | Accounting | $40,536 |
ARONSON & JOHNSON & ORTIZ, LP5+ years Filed as: ARONSON & JOHNSON & ORTIZ LP Service code 28 · EIN 23-2312104 | Investment Management | $28,436 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 18.74% | 14.29%+4.5pp | 14.64%+4.1pp | 21.83%-3.1pp |
| Employer contribution / active EE | $0 | $12,083-100.0% | $41,831-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |