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| Provider | Service type | Compensation |
|---|---|---|
SELECT EQUITY GROUP, L.P.2+ years Filed as: SELECT EQUITY GROUP Service code 28 · EIN 13-3669571 | Investment Management | $241,119 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $48,486 |
FIRST ACTUARIAL CONSULTING, INC.2+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM Service code 11 · EIN 26-3842522 | Actuarial | $22,750 |
KAHN OPTON, LLP2+ years Service code 29 · EIN 13-3326111 | Legal | $20,400 |
Service code 17 · EIN 32-0016703 | Pension Consulting | $17,500 |
Service code 10 · EIN 13-2665700 | Accounting | $17,250 |
LPL FINANCIAL2+ years Filed as: WADDELL & REED INVESTMENT MGMT CO. Service code 28 · EIN 48-1106973 | Investment Management | $11,969 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $225,449-100.0% | $219,466-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 50.3%-50.3pp | 44.6%-44.6pp | 45.6%-45.6pp |
| Annual return | 8.47% | 4.17%+4.3pp | 5.00%+3.5pp | 4.16%+4.3pp |
| Employer contribution / active EE | $109,504 | $39,228+179.1% | $35,918+204.9% | $42,918+155.1% |
| Participant deferral / active EE | $0 | $74-100.0% | $75-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $13,772-100.0% | $13,204-100.0% | $21,465-100.0% |