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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Filed as: WILLIS TOWER WATSON US LLC Service code 18 · EIN 53-0181291 | Direct payment from the plan; Other i... | $1,196,000 |
Filed as: GLOBAL INFRASTRUCTURE MANAGEMENT Service code 28 · EIN 20-5504170 | Investment Management | $905,000 |
Filed as: OAKTREE CAPITAL MANAGEMENT, LP Service code 28 · EIN 26-0189082 | Investment Management | $905,000 |
BROOKFIELD1 year Filed as: BROOKFIELD STRATEGIC REAL ESTATE Service code 28 250 VESEY STREET · NEW YORK, NY 102811023 | Investment Management | $641,000 |
TENEX CAPITAL MANAGEMENT LP3 years Service code 28 · EIN 27-1629147 | Investment Management | $488,000 |
BLACKROCK3 years Service code 70 · EIN 94-3127830 | Consulting Fees | $380,000 |
GOLDMAN SACHS3 years Filed as: KPS CAPITAL PARTNERS, LP Service code 28 · EIN 13-3548908 | Investment Management | $357,000 |
MERCER3 years Filed as: MERCER US INC. Service code 11 · EIN 13-2834414 | Actuarial | $345,000 |
BRIGHTON JONES LLC4 years Filed as: BRIGHTON PARK CAPITAL Service code 28 330 RAILROAD AVE, · GREENWICH, CT 06830 | Investment Management | $331,000 |
Filed as: CAMBRIDGE ASSOCIATES Service code 28 125 HIGH STREET · BOSTON, MA 021102122 | Investment Management | $259,000 |
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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 | $290,873-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 0.0%0pp |
| Annual return | 34.22% | 8.48%+25.7pp | 7.19%+27.0pp | 8.48%+25.7pp |
| Employer contribution / active EE | $0 | $9,949-100.0% | $35,958-100.0% | $9,949-100.0% |
| Participant deferral / active EE | $0 | $734-100.0% | $162-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $1,724-100.0% | - |