| Provider | Service type | Compensation |
|---|---|---|
Filed as: FMR LLC Service code 15 · EIN 04-3532603 | Recordkeeping | $1,309,381 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $640,880 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $322,010 |
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 16 · EIN 30-0282430 | Consulting | $261,299 |
BUCK GLOBAL, LLC3 years Service code 11 · EIN 13-3954297 | Actuarial | $180,425 |
NEPC, LLC6+ years Service code 16 · EIN 26-1429809 | Consulting | $21,094 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 13.93% | 5230.06%-5216.1pp | 9.52%+4.4pp | 5230.06%-5216.1pp |
| Employer contribution / active EE | $0 | $10,491-100.0% | $41,951-100.0% | $10,491-100.0% |
| Participant deferral / active EE | $0 | $460-100.0% | $18-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |