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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS1+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 28 · EIN 13-3575636 | Investment Management | $457,009 |
MERCER1+ years Service code 11 · EIN 13-2743351 | Actuarial | $303,683 |
BLACKROCK1+ years Filed as: BLACK ROCK INC. Service code 28 · EIN 32-0090004 | Investment Management | $44,214 |
WELLS FARGO BANK, N.A.1+ years Service code 25 · EIN 94-1347393 | Directed Trustee | $39,679 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,055,769-100.0% | $162,072-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.6%-0.6pp |
| Annual return | 4.91% | 6.41%-1.5pp | 8.01%-3.1pp | 11.45%-6.5pp |
| Employer contribution / active EE | $15,686 | $11,592+35.3% | $29,476-46.8% | $17,219-8.9% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $630-100.0% | $15,480-100.0% |