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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON US, LLC Service code 11 · EIN 53-0181291 | Actuarial | $86,041 |
GOLDMAN SACHS4 years Filed as: GOLDMAN SACHS ASSET MGMT GROUP Service code 28 · EIN 13-3575636 | Investment Management | $73,980 |
THE BANK OF NEW YORK MELLON6 years Filed as: BNY MELLON BANK Service code 18 · EIN 95-3571558 | Custodial (other than securities); In... | $55,174 |
EIDE BAILLY LLP5 years Filed as: EIDE BAILLEY LLP Service code 10 · EIN 45-0250958 | Accounting | $11,000 |
RIVER AND MERCANTILE LLC6 years Filed as: RIVER ROAD ASSET MGMT LLC Service code 28 · EIN 43-2076925 | Investment Management | $2,884 |
Filed as: ACADIAN ASSET MGMT LLC Service code 28 · EIN 04-2929221 | Investment Management | $2,670 |
WALTER SCOTT & PARTNERS LIMITED9+ years Service code 51 · EIN 98-0465834 | Investment Mgmt Fees | $1,706 |
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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 | $282,865-100.0% | $331,632-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.0%-50.0pp | 12.4%-12.4pp |
| Annual return | 10.05% | 9.54%+0.5pp | 10.60%-0.5pp | 9.89%+0.2pp |
| Employer contribution / active EE | $0 | $20,687-100.0% | $43,831-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $195-100.0% | $166-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $25,063-100.0% | $9,084-100.0% |