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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $113,513 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $67,085 |
WELLINGTON TRUST COMPANY7+ years Service code 51 · EIN 38-3766431 | Investment Mgmt Fees | $62,599 |
WALTER SCOTT & PARTNERS LIMITED7+ years Service code 51 · EIN 98-0465834 | Investment Mgmt Fees | $46,479 |
THE BANK OF NEW YORK MELLON4 years Filed as: BNY MELLON BANK Service code 18 · EIN 95-3571558 | Custodial (other than securities); In... | $36,752 |
MONDRIAN INVESTMENT GROUP7+ years Filed as: MONDRIAN INVESTMENTS Service code 28 · EIN 56-2475915 | Investment Management | $32,101 |
GENESIS ASSET MANAGERS LLP7+ years Service code 28 · EIN 22-3163872 | Investment Management | $26,950 |
EIDE BAILLY LLP3 years Filed as: EIDE BAILLEY Service code 10 · EIN 45-0250958 | Accounting | $11,041 |
RIVER AND MERCANTILE LLC4 years Filed as: RIVER ROAD ASSET MGMT LLC Service code 28 · EIN 43-2076925 | Investment Management | $10,622 |
STATE STREET GLOBAL ADVISORS2 years Service code 18 · EIN 81-4017137 | Custodial (other than securities); In... | $6,474 |
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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 | $82,186-100.0% | $397,815-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 33.6%-33.6pp | 3.6%-3.6pp |
| Annual return | 4.38% | 11.84%-7.5pp | 9.74%-5.4pp | 11.84%-7.5pp |
| Employer contribution / active EE | $0 | $17,339-100.0% | $39,474-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $0 | $683-100.0% | $135-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $10,161-100.0% | $409-100.0% |