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| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK6 years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 17 · EIN 94-3112180 | Pension Consulting | $1,405,943 |
PENSION ASSURANCE LLP6 years Filed as: PENSION BENEFIT GUARANTY CORP Service code 23 1200 K ST. NW · WASHINGTON, DC 20005 | Insurance services | $676,132 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: TOWERS WATSON DELAVARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $335,397 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY EMERGING MARKETS Service code 28 · EIN 13-3040307 | Investment Management | $163,633 |
MARKSTON INTERNATIONAL, LLC7+ years Service code 28 · EIN 13-3441185 | Investment Management | $122,038 |
CONSULTIVA INTERNATIONAL7+ years Filed as: CONSULTIVA INTERNATIONAL, INC. Service code 17 · EIN 66-0569863 | Pension Consulting | $120,000 |
BOSTON PARTNERS7+ years Filed as: THE BOSTON COMPANY ASSET MGMT, LLC Service code 28 · EIN 13-2662736 | Investment Management | $104,797 |
JPMORGAN INVEST HOLDINGS LLC7+ years Filed as: JP MORGAN CHASE Service code 19 · EIN 13-4994650 | Securities Custodian | $49,903 |
PRICEWATERHOUSECOOPERS LLP7+ years Filed as: PWC LLP PUERTO RICO Service code 10 · EIN 66-0558530 | Accounting | $40,541 |
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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 | $204,024-100.0% | $454,052-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 18.4%-18.4pp | 3.7%-3.7pp |
| Annual return | 2.63% | 12.07%-9.4pp | 8.95%-6.3pp | 15.63%-13.0pp |
| Employer contribution / active EE | $0 | $9,481-100.0% | $46,559-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $561-100.0% | $19,831-100.0% | $429-100.0% |