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| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES6 years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $138,100 |
THE BANK OF NEW YORK MELLON10+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $111,836 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $310,574-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 57.3%-57.3pp | 2.1%-2.1pp |
| Annual return | 10.81% | 6.37%+4.4pp | 8.04%+2.8pp | 7.65%+3.2pp |
| Employer contribution / active EE | $9,006 | $48,951-81.6% | $42,693-78.9% | $20,582-56.2% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $8,889-100.0% | $193-100.0% |