| Provider | Service type | Compensation |
|---|---|---|
Filed as: FMR LLC Service code 64 · EIN 04-3532603 | Recordkeeping Fees | $1,086,094 |
THE BANK OF NEW YORK MELLON3 years Service code 18 · EIN 13-5160382 | Trustee (bank, trust company, or simi... | $340,245 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 36-2668272 | Consulting | $296,290 |
MERCER1 year Filed as: MERCER (US) LLC Service code 11 · EIN 13-2834444 | Actuarial | $74,400 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 0.70% | 8.48%-7.8pp | 9.17%-8.5pp | 8.48%-7.8pp |
| Employer contribution / active EE | $0 | $9,949-100.0% | $40,523-100.0% | $9,949-100.0% |
| Participant deferral / active EE | $0 | $734-100.0% | $42-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |