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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 28 · EIN 13-5674085 | Investment Management | $153,250 |
USI CONSULTING GROUP7+ years Service code 11 · EIN 06-1053228 | Actuarial | $68,350 |
Filed as: BENEFIT CONSULTING GROUP Service code 12 · EIN 23-2383285 | Consulting (pension); Contract Admini... | $56,000 |
THE BANK OF NEW YORK MELLON4 years Filed as: BANK OF AMERICA Service code 25 · EIN 94-1687665 | Directed Trustee | $51,265 |
Service code 72 · EIN 84-3545433 | 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 | $33,081-100.0% | $53,690-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 8.6%-8.6pp | 44.4%-44.4pp |
| Annual return | -10.65% | 0.10%-10.8pp | -4.80%-5.8pp | -14.65%+4.0pp |
| Employer contribution / active EE | $0 | $45,650-100.0% | $30,897-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $30-100.0% | $64-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $51,060-100.0% | $40,849-100.0% | $14,582-100.0% |