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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS3+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 28 · EIN 13-3575636 | Investment Management | $337,044 |
MERCER3+ years Service code 11 · EIN 13-2743351 | Actuarial | $199,875 |
BLACKROCK3+ years Filed as: BLACK ROCK INC. Service code 28 · EIN 32-0090004 | Investment Management | $44,814 |
WELLS FARGO BANK, N.A.3+ years Service code 25 · EIN 94-1347393 | Directed Trustee | $41,578 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $42,491-100.0% | $164,721-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 13.2%-13.2pp | 21.0%-21.0pp | 5.6%-5.6pp |
| Annual return | -25.50% | -6.78%-18.7pp | -5.85%-19.7pp | 39.82%-65.3pp |
| Employer contribution / active EE | $17,857 | $13,335+33.9% | $31,839-43.9% | $19,980-10.6% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $2-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $1,000-100.0% | $62-100.0% |