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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.7 years Service code 11 · EIN 91-0675641 | Actuarial | $241,225 |
Filed as: CAMBRIDGE ASSOCIATES LLC Service code 28 · EIN 04-3515240 | Investment Management | $112,500 |
THE BANK OF NEW YORK MELLON10+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $51,506 |
AON CONSULTING2 years Service code 28 · EIN 22-2232264 | Investment Management | $48,602 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $22,700 |
BRIAN FREEMAN2 years Filed as: BRIAN CAVE LLP Service code 29 · EIN 43-0602162 | Legal | $9,846 |
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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 | $468,422-100.0% | $468,422-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 51.6%-51.6pp | 30.5%-30.5pp | 43.7%-43.7pp |
| Annual return | 0.58% | 6.49%-5.9pp | 6.89%-6.3pp | 13.05%-12.5pp |
| Employer contribution / active EE | $0 | $48,172-100.0% | $43,785-100.0% | $37,652-100.0% |
| Participant deferral / active EE | $0 | $29-100.0% | $44-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $1,988-100.0% | $1,988-100.0% | $31,365-100.0% |