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| Provider | Service type | Compensation |
|---|---|---|
LEGAL & GENERAL INVESTMENT1+ years Filed as: LEGAL & GENERAL Service code 28 · EIN 20-8058531 | Investment Management | $519,541 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON Service code 28 · EIN 13-5160382 | Investment Management | $101,570 |
MERCER1+ years Filed as: MERCER CONSULTING LLC Service code 11 · EIN 13-2834414 | Actuarial | $75,441 |
STROOCK & STROOCK & LAVAN1+ years Service code 29 · EIN 13-5539787 | Legal | $42,965 |
BDO USA, LLP1+ years Service code 10 · EIN 13-5381590 | Accounting | $41,134 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 16 · EIN 13-2919773 | Consulting | $35,682 |
PITTA LLP1+ years Filed as: PITTA & GIBLIN Service code 29 · EIN 26-3852082 | Legal | $24,704 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $211,396-100.0% | $846,462-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 4.3%-4.3pp |
| Annual return | -2.85% | -1.13%-1.7pp | -0.81%-2.0pp | 2.81%-5.7pp |
| Employer contribution / active EE | $0 | $14,981-100.0% | $38,425-100.0% | $16,358-100.0% |
| Participant deferral / active EE | $1,438 | $190+657.9% | $315+355.7% | $775+85.5% |
| Admin fee / account holder | $0 | $1,639-100.0% | $15,697-100.0% | $1,639-100.0% |