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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC4+ years Filed as: BROWN BROTHERS HARRIMAN Service code 27 · EIN 13-4973745 | Advisory (Plan) | $156,972 |
HSBC4+ years Service code 27 · EIN 13-2774727 | Advisory (Plan) | $72,808 |
BPAS4+ years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $64,313 |
THE WAGNER LAW GROUP3 years Service code 29 · EIN 04-3323315 | Legal | $27,854 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK Service code 27 · EIN 94-1347393 | Advisory (Plan) | $17,258 |
THE SEGAL COMPANY4+ years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $13,100 |
ADP BROKER-DEALER4+ years Filed as: ADP Service code 12 · EIN 11-3151378 | Claims processing | $7,849 |
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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 | $36,549-100.0% | $157,466-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 11.9%-11.9pp | 4.7%-4.7pp |
| Annual return | -4.96% | -2.68%-2.3pp | 12.68%-17.6pp | -0.69%-4.3pp |
| Employer contribution / active EE | $0 | $18,045-100.0% | $22,860-100.0% | $16,786-100.0% |
| Participant deferral / active EE | $0 | $450-100.0% | $123-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $231-100.0% | $2,825-100.0% | $124-100.0% |