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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC5+ years Filed as: BROWN BROTHERS HARRIMAN Service code 21 · EIN 13-4973745 | Bank Trustee | $65,804 |
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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 | $458,700-100.0% | $458,700-100.0% | $338,137-100.0% |
| Participation rate | 0.0% | 46.5%-46.5pp | 39.9%-39.9pp | 43.9%-43.9pp |
| Annual return | 6.66% | 8.40%-1.7pp | 8.58%-1.9pp | 13.05%-6.4pp |
| Employer contribution / active EE | $0 | $36,677-100.0% | $33,018-100.0% | $37,647-100.0% |
| Participant deferral / active EE | $0 | $9-100.0% | $8-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $33,172-100.0% | $33,172-100.0% | $30,946-100.0% |