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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON US, LLC Service code 11 · EIN 53-0181291 | Actuarial | $68,657 |
GOLDMAN SACHS4 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $56,441 |
THE BANK OF NEW YORK MELLON7 years Filed as: BNY MELLON BANK Service code 18 · EIN 95-3571558 | Investment management; Custodial (oth... | $29,171 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 28 · EIN 33-0818667 | Investment Management | $20,775 |
Service code 28 · EIN 52-2105518 | Investment Management | $10,897 |
EIDE BAILLY LLP6 years Filed as: EIDE BAILLEY Service code 10 · EIN 45-0250958 | Accounting | $10,400 |
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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 | $52,198-100.0% | $468,422-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.5%-30.5pp | 11.0%-11.0pp |
| Annual return | 6.10% | 10.38%-4.3pp | 6.89%-0.8pp | 8.21%-2.1pp |
| Employer contribution / active EE | $0 | $22,557-100.0% | $43,868-100.0% | $13,841-100.0% |
| Participant deferral / active EE | $0 | $177-100.0% | $44-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $1,988-100.0% | $1,652-100.0% |