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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS2 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $84,742 |
Filed as: WILLIS TOWERS WATSON US, LLC Service code 11 · EIN 53-0181291 | Actuarial | $64,731 |
WALTER SCOTT & PARTNERS LIMITED8+ years Service code 51 · EIN 98-0465834 | Investment Mgmt Fees | $38,960 |
THE BANK OF NEW YORK MELLON5 years Filed as: BNY MELLON BANK Service code 18 · EIN 95-3571558 | Custodial (other than securities); In... | $32,352 |
GENESIS ASSET MANAGERS LLP8+ years Service code 28 · EIN 22-3163872 | Investment Management | $15,025 |
WELLINGTON TRUST COMPANY8+ years Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $14,307 |
MONDRIAN INVESTMENT GROUP8+ years Filed as: MONDRIAN INVESTMENTS Service code 28 · EIN 56-2475915 | Investment Management | $12,587 |
EIDE BAILLY LLP4 years Filed as: EIDE BAILLEY Service code 10 · EIN 45-0250958 | Accounting | $10,610 |
RIVER AND MERCANTILE LLC5 years Filed as: RIVER ROAD ASSET MGMT LLC Service code 28 · EIN 43-2076925 | Investment Management | $9,087 |
LOOMIS SAYLES5 years Filed as: LOOMIS, SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $3,073 |
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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 | $46,984-100.0% | $268,676-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 37.9%-37.9pp | 5.6%-5.6pp |
| Annual return | -25.91% | 39.82%-65.7pp | -10.68%-15.2pp | 39.82%-65.7pp |
| Employer contribution / active EE | $0 | $19,980-100.0% | $48,995-100.0% | $19,980-100.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $360-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $4,366-100.0% | $62-100.0% |