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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE ASSOCIATES LLC Service code 28 · EIN 04-3515240 | Investment Management | $112,500 |
AON CONSULTING1 year Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $76,383 |
THE BANK OF NEW YORK MELLON8+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $70,513 |
MILLIMAN, INC.5 years Service code 15 · EIN 91-0675641 | Recordkeeping | $69,238 |
FORVIS, LLP7 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $58,000 |
HEITMAN REAL ESTATE SECURITIES8+ years Filed as: HEITMAN AMERICA REAL ESTATE Service code 28 · EIN 36-4265577 | Investment Management | $12,910 |
BRYAN CAVE LLP1 year Service code 29 · EIN 43-0602162 | Legal | $749 |
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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 | $268,676-100.0% | $268,676-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 55.0%-55.0pp | 37.9%-37.9pp | 44.5%-44.5pp |
| Annual return | -0.64% | -11.17%+10.5pp | -10.68%+10.0pp | -14.65%+14.0pp |
| Employer contribution / active EE | $0 | $55,905-100.0% | $48,995-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $129-100.0% | $360-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $4,366-100.0% | $4,366-100.0% | $14,582-100.0% |