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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS2 years Filed as: GOLDMAN SACHS ASSET MGMT GROUP Service code 28 · EIN 13-3575636 | Investment Management | $209,780 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $156,726 |
WELLINGTON TRUST COMPANY7+ years Service code 51 · EIN 38-3766431 | Investment Mgmt Fees | $115,687 |
WALTER SCOTT & PARTNERS LIMITED7+ years Service code 51 · EIN 98-0465834 | Investment Mgmt Fees | $85,897 |
THE BANK OF NEW YORK MELLON4 years Filed as: BNY MELLON BANK Service code 18 · EIN 95-3571558 | Investment management; Custodial (oth... | $67,920 |
MONDRIAN INVESTMENT GROUP7+ years Filed as: MONDRIAN INVESTMENTS Service code 28 · EIN 56-2475915 | Investment Management | $59,324 |
GENESIS ASSET MANAGERS LLP7+ years Service code 28 · EIN 22-3163872 | Investment Management | $49,806 |
RIVER AND MERCANTILE LLC4 years Filed as: RIVER ROAD ASSET MGMT LLC Service code 28 · EIN 43-2076925 | Investment Management | $19,630 |
STATE STREET GLOBAL ADVISORS7+ years Service code 18 · EIN 04-1867445 | Custodial (other than securities); In... | $11,965 |
LOOMIS SAYLES4 years Filed as: LOOMIS, SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $11,899 |
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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 | $95,044-100.0% | $397,815-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.6%-33.6pp | 8.4%-8.4pp |
| Annual return | 3.78% | 9.66%-5.9pp | 9.74%-6.0pp | 18.35%-14.6pp |
| Employer contribution / active EE | $0 | $13,864-100.0% | $39,474-100.0% | $14,669-100.0% |
| Participant deferral / active EE | $0 | $0 | $135-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $10,161-100.0% | $9,141-100.0% |