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| Provider | Service type | Compensation |
|---|---|---|
HSBC8+ years Service code 27 · EIN 13-2774727 | Advisory (Plan) | $98,164 |
BPAS8+ years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $31,687 |
WITHUMSMITH+BROWN, PC8+ years Filed as: BROWN BROTHERS HARRIMAN Service code 27 · EIN 13-4973745 | Advisory (Plan) | $27,744 |
THE SEGAL COMPANY8+ years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $17,655 |
ADP BROKER-DEALER8+ years Filed as: ADP Service code 12 · EIN 11-3151378 | Claims processing | $7,143 |
THE WAGNER LAW GROUP7 years Service code 29 · EIN 04-3323315 | Legal | $6,385 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,984-100.0% | $213,834-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 5.6%-5.6pp |
| Annual return | -16.85% | -15.55%-1.3pp | -5.16%-11.7pp | 39.77%-56.6pp |
| Employer contribution / active EE | $0 | $14,317-100.0% | $31,020-100.0% | $19,959-100.0% |
| Participant deferral / active EE | $0 | $817-100.0% | $101-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $2,852-100.0% | $62-100.0% |