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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS2+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 28 · EIN 13-3575636 | Investment Management | $424,102 |
MERCER2+ years Service code 11 · EIN 13-2743351 | Actuarial | $312,769 |
WELLS FARGO BANK, N.A.2+ years Service code 25 · EIN 94-1347393 | Directed Trustee | $44,280 |
BLACKROCK2+ years Filed as: BLACK ROCK INC. Service code 28 · EIN 32-0090004 | Investment Management | $37,691 |
GRASSI & CO1 year Filed as: GRASSI & CO. Service code 10 · EIN 11-3266576 | Accounting | $34,254 |
TROUTMAN SANDERS LLP1 year Filed as: TROUTMAN PEPPER Service code 22 · EIN 58-0946915 | Insurance Broker | $6,600 |
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Employer contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $201,582-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.6%-3.6pp |
| Annual return | 17.74% | 17.53%+0.2pp | 11.08%+6.7pp | 11.84%+5.9pp |
| Employer contribution / active EE | $6,809 | $12,005-43.3% | $28,418-76.0% | $17,339-60.7% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $6,559-100.0% | $409-100.0% |