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| Provider | Service type | Compensation |
|---|---|---|
LEGAL & GENERAL INVESTMENT6+ years Filed as: LEGAL & GENERAL Service code 28 · EIN 20-8058531 | Investment Management | $352,713 |
RIVER AND MERCANTILE LLC1 year Filed as: RIVER & MERCANTILE LLC Service code 11 · EIN 04-3513306 | Actuarial | $254,430 |
STROOCK & STROOCK & LAVAN6+ years Service code 29 · EIN 13-5539787 | Legal | $134,269 |
THE BANK OF NEW YORK MELLON2 years Service code 19 · EIN 13-5160382 | Securities Custodian | $107,120 |
BDO USA, LLP6+ years Service code 10 · EIN 13-5381590 | Accounting | $70,043 |
MERCER2 years Filed as: MERCER CONSULTING, LLC Service code 11 · EIN 13-2834414 | Actuarial | $51,432 |
PITTA LLP6+ years Filed as: PITTA & GIBLIN Service code 29 · EIN 26-3852082 | Legal | $19,862 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 16 · EIN 13-2919773 | Consulting | $18,709 |
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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 | $136,536-100.0% | $373,805-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 18.9%-18.9pp | 13.5%-13.5pp |
| Annual return | 15.42% | 9.55%+5.9pp | 9.52%+5.9pp | 9.29%+6.1pp |
| Employer contribution / active EE | $0 | $20,722-100.0% | $41,951-100.0% | $15,168-100.0% |
| Participant deferral / active EE | $0 | $20-100.0% | $18-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $397-100.0% | $1,512-100.0% | $2,037-100.0% |