| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS1+ years Service code 28 · EIN 13-3575636 | Investment Management | $943,290 |
Filed as: MERRILL LYNCH RETIREMENT GROUP Service code 15 · EIN 22-3513863 | Recordkeeping | $578,369 |
MARATHON ASSET MANAGEMENT1+ years Filed as: MARATHON ASSET MANAGEMENT LLP Service code 21 · EIN 95-4328983 | Bank Trustee | $469,579 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO CAPITAL MANAGEMENT Service code 27 · EIN 95-3692822 | Advisory (Plan) | $319,546 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $271,877 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 28 · EIN 36-4291971 | Investment Management | $195,000 |
Filed as: PRUDENTIAL TRUST CO Service code 28 · EIN 23-6994310 | Investment Management | $188,830 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $157,780 |
WINDSTREAM1+ years Filed as: WINDSTREAM SERVICES LLC Service code 35 · EIN 85-2049794 | Employee (plan sponsor) | $137,760 |
INVESTEC ASSET MANAGEMENT1+ years Filed as: NINETY ONE EMERGING MARKETS Service code 28 · EIN 27-3203031 | Investment Management | $104,194 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $312,618-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 0.0%0pp |
| Annual return | 24.15% | 12.86%+11.3pp | 10.03%+14.1pp | 12.86%+11.3pp |
| Employer contribution / active EE | $21,882 | $13,687+59.9% | $38,789-43.6% | $13,687+59.9% |
| Participant deferral / active EE | $0 | $833-100.0% | $74-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $4,182-100.0% | - |