| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS3+ years Service code 28 · EIN 13-3575636 | Investment Management | $894,941 |
Filed as: MERRILL LYNCH RETIREMENT GROUP Service code 15 · EIN 22-3513863 | Recordkeeping | $519,240 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $340,470 |
MARATHON ASSET MANAGEMENT3+ years Filed as: MARATHON ASSET MANAGEMENT LLP Service code 21 · EIN 95-4328983 | Bank Trustee | $339,632 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $259,739 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 28 · EIN 36-4291971 | Investment Management | $195,021 |
ALLSPRING1 year Filed as: ALLSPRING GLOBAL INVESTMENTS Service code 27 · EIN 86-3510848 | Advisory (Plan) | $186,642 |
THOMPSON HINE3+ years Service code 29 · EIN 34-0575300 | Legal | $152,236 |
WINDSTREAM3+ years Filed as: WINDSTREAM SERVICES LLC Service code 35 · EIN 85-2049794 | Employee (plan sponsor) | $139,829 |
Filed as: PRUDENTIAL TRUST CO Service code 28 · EIN 23-6994310 | Investment Management | $133,707 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $2,456,633-100.0% | $268,676-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 37.9%-37.9pp | 1.5%-1.5pp |
| Annual return | -24.57% | 23.41%-48.0pp | -10.68%-13.9pp | 23.41%-48.0pp |
| Employer contribution / active EE | $0 | $12,650-100.0% | $48,995-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $360-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $4,366-100.0% | $14,884-100.0% |