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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Service code 15 · EIN 53-0181291 | Recordkeeping | $261,783 |
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $86,831 |
THE BANK OF NEW YORK MELLON10+ years Service code 18 · EIN 04-6529678 | Direct payment from the plan; Custodi... | $38,067 |
KPMG LLP6 years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $26,903 |
STONE ARCH10+ years Service code 28 · EIN 26-1607449 | Investment Management | $23,765 |
GOLDMAN SACHS3 years Filed as: CVC CAPITAL PARTNERS Service code 28 · EIN 98-1115863 | Investment Management | $19,550 |
GOLDMAN SACHS3 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT (OCI Service code 27 · EIN 13-3575636 | Advisory (Plan) | $16,245 |
QUANTUM ENERGY10+ years Service code 28 · EIN 46-5446698 | Investment Management | $14,076 |
NORTHWOOD10+ years Service code 28 · EIN 80-0951268 | Investment Management | $8,454 |
PBI9 years Service code 15 · EIN 42-0127290 | Recordkeeping | $6,041 |
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Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $116,914-100.0% | $116,914-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 20.2%-20.2pp | 9.1%-9.1pp | 43.7%-43.7pp |
| Annual return | 0.80% | 7.69%-6.9pp | 8.92%-8.1pp | 13.05%-12.2pp |
| Employer contribution / active EE | $0 | $38,144-100.0% | $24,457-100.0% | $37,652-100.0% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $692-100.0% | $692-100.0% | $31,365-100.0% |