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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC5+ years Filed as: BROWN BROTHERS HARRIMAN Service code 27 · EIN 13-4973745 | Advisory (Plan) | $98,732 |
BPAS5+ years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $66,751 |
HSBC5+ years Service code 27 · EIN 13-2774727 | Advisory (Plan) | $35,129 |
THE WAGNER LAW GROUP4 years Service code 29 · EIN 04-3323315 | Legal | $27,261 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK Service code 27 · EIN 94-1347393 | Advisory (Plan) | $19,187 |
THE SEGAL COMPANY5+ years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $13,750 |
ADP BROKER-DEALER5+ years Filed as: ADP Service code 12 · EIN 11-3151378 | Claims processing | $8,365 |
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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 | $46,244-100.0% | $133,543,011-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 2.8%-2.8pp |
| Annual return | 14.95% | 15.60%-0.7pp | 29.77%-14.8pp | 16.32%-1.4pp |
| Employer contribution / active EE | $0 | $11,838-100.0% | $33,607-100.0% | $17,007-100.0% |
| Participant deferral / active EE | $0 | $372-100.0% | $96-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $835,310-100.0% | $127-100.0% |