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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 28 · EIN 13-5674085 | Investment Management | $122,695 |
USI CONSULTING GROUP6+ years Service code 11 · EIN 13-4032401 | Actuarial | $71,440 |
Filed as: BENEFIT CONSULTING GROUP Service code 12 · EIN 23-2383285 | Participant communication; Claims pro... | $56,000 |
THE BANK OF NEW YORK MELLON3 years Filed as: BANK OF AMERICA Service code 25 · EIN 94-1687665 | Directed Trustee | $55,936 |
Service code 72 5000 PLAZA ON THE LAKE, SUITE 180 · AUSTIN, TX 78746 | Other investment fees and expenses | $0 |
Filed as: POINT OLEMA PRIVATE EQUITY PORTFO Service code 72 · EIN 84-3545433 | Other investment fees and expenses | $0 |
Service code 72 · EIN 84-2408314 | Other investment fees and expenses | $0 |
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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 | $54,060-100.0% | $54,060-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 3.3%-3.3pp | 37.6%-37.6pp |
| Annual return | 14.75% | 7.73%+7.0pp | 36.37%-21.6pp | 9.30%+5.4pp |
| Employer contribution / active EE | $0 | $59,889-100.0% | $37,223-100.0% | $43,748-100.0% |
| Participant deferral / active EE | $0 | $604-100.0% | $524-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $568-100.0% | $568-100.0% | $12,596-100.0% |