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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY10+ years Service code 21 · EIN 04-2767481 | Bank Trustee | $334,660 |
THE SEGAL COMPANY3 years Filed as: SEGAL Service code 11 333 WEST 34TH ST · NEW YORK, NY 10001 | Actuarial | $261,000 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF NEW YORK Service code 14 · EIN 13-5160382 | Plan Administrator | $211,519 |
ROBERTS & HOLLAND2 years Filed as: ROBERTS & HOLLAND LLP Service code 29 · EIN 13-1833405 | Legal | $50,222 |
PAYCOM SOFTWARE, INC.1 year Service code 15 · EIN 80-0957485 | Recordkeeping | $36,700 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $25,500 |
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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 | $33,520-100.0% | $663,797-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 40.5%-40.5pp | 2.1%-2.1pp |
| Annual return | 5.58% | 7.65%-2.1pp | 8.13%-2.6pp | 7.65%-2.1pp |
| Employer contribution / active EE | $0 | $20,582-100.0% | $42,719-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $12-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $13,741-100.0% | $193-100.0% |