| Provider | Service type | Compensation |
|---|---|---|
THE HARTFORD2 years Filed as: HARTFORD FIRE INSURANCE Service code 23 · EIN 06-0383750 | Insurance services | $13,048,487 |
Filed as: FMR LLC Service code 64 · EIN 04-3532603 | Recordkeeping Fees | $1,128,607 |
THE BANK OF NEW YORK MELLON2 years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Cu... | $577,471 |
MERCER5 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 16 · EIN 36-2668272 | Consulting | $308,516 |
Filed as: BCHR US ACQUISITIONS INC Service code 11 · EIN 83-1116912 | Actuarial | $150,048 |
Filed as: J.P. MORGAN IMVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $75,973 |
Filed as: THE PRUDENTIAL INSURANCE Service code 23 · EIN 22-1211670 | Insurance services | $7,124 |
Employer contribution per participant 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 | $422,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 0.0%0pp |
| Annual return | 6.79% | 33.11%-26.3pp | 12.68%-5.9pp | 33.11%-26.3pp |
| Employer contribution / active EE | $0 | $9,000-100.0% | $41,626-100.0% | $9,000-100.0% |
| Participant deferral / active EE | $0 | $680-100.0% | $96-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $10,609-100.0% | - |