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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC7 years Service code 11 · EIN 53-0181291 | Actuarial | $121,665 |
FIRST MANHATTAN CO.10+ years Service code 27 · EIN 13-1957714 | Advisory (Plan) | $64,743 |
SHEEHAN & COMPANY6 years Filed as: SHEEHAN & COMPANY, CPA, PC Service code 10 · EIN 13-2709344 | Accounting | $14,000 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF AMERICA, N.A. Service code 18 · EIN 56-0906609 | Investment management fees paid direc... | $6,962 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $88,648-100.0% | $88,648-100.0% | $328,120-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 37.5%-37.5pp | 34.1%-34.1pp |
| Annual return | 7.38% | 8.59%-1.2pp | 8.71%-1.3pp | 13.02%-5.6pp |
| Employer contribution / active EE | $0 | $25,891-100.0% | $23,024-100.0% | $34,257-100.0% |
| Participant deferral / active EE | $0 | $15-100.0% | $14-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $648-100.0% | $648-100.0% | $39,117-100.0% |