| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH RETIREMENT GROUP Service code 15 · EIN 22-3513863 | Recordkeeping | $520,551 |
GOLDMAN SACHS5+ years Service code 28 · EIN 13-3575636 | Investment Management | $329,335 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $223,219 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 28 · EIN 36-4291971 | Investment Management | $180,038 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $133,526 |
ALLSPRING3 years Filed as: ALLSPRING GLOBAL INVESTMENTS Service code 27 · EIN 86-3510848 | Advisory (Plan) | $112,914 |
WINDSTREAM5+ years Filed as: WINDSTREAM SERVICES LLC Service code 35 · EIN 85-2049794 | Employee (plan sponsor) | $76,180 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN LEWIS AND BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $71,476 |
CALLAN ASSOCIATES2 years Filed as: CALLAN LLC Service code 31 · EIN 94-2192581 | Named fiduciary | $49,450 |
THOMPSON HINE5+ years Service code 29 · EIN 34-0575300 | Legal | $46,373 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $468,422-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.5%-30.5pp | 0.0%0pp |
| Annual return | -0.07% | 9.30%-9.4pp | 6.89%-7.0pp | 9.30%-9.4pp |
| Employer contribution / active EE | $54,922 | $12,551+337.6% | $43,868+25.2% | $12,551+337.6% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $44-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $1,988-100.0% | - |