| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS2+ years Service code 28 · EIN 13-3575636 | Investment Management | $966,028 |
Filed as: MERRILL LYNCH RETIREMENT GROUP Service code 15 · EIN 22-3513863 | Recordkeeping | $515,502 |
MARATHON ASSET MANAGEMENT2+ years Filed as: MARATHON ASSET MANAGEMENT LLP Service code 21 · EIN 95-4328983 | Bank Trustee | $487,585 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO CAPITAL MANAGEMENT Service code 27 · EIN 95-3692822 | Advisory (Plan) | $296,443 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $240,838 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $231,465 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 28 · EIN 36-4291971 | Investment Management | $195,063 |
Filed as: PRUDENTIAL TRUST CO Service code 28 · EIN 23-6994310 | Investment Management | $170,255 |
WINDSTREAM2+ years Filed as: WINDSTREAM SERVICES LLC Service code 35 · EIN 85-2049794 | Employee (plan sponsor) | $137,760 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $122,696 |
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.
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 | $444,552-100.0% | $397,815-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 33.6%-33.6pp | 3.7%-3.7pp |
| Annual return | 2.47% | 15.63%-13.2pp | 9.74%-7.3pp | 15.63%-13.2pp |
| Employer contribution / active EE | $0 | $11,476-100.0% | $39,474-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $135-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $10,161-100.0% | $429-100.0% |