Filed September 6, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
EVERCORE TRUST COMPANY1+ years Filed as: EVERCORE Service code 21 · EIN 26-4691954 PO BOX 5319 · NEW YORK, NY 10150 | Bank Trustee | $96,414 |
DUFF & PHELPS, LLC1+ years Filed as: DUFF & PHELPS Service code 34 · EIN 36-4090666 12595 COLLECTION CENTER D · CHICAGO, IL 60693 | Valuation (appraisals, etc.) | $48,009 |
K&L GATES1+ years Filed as: K&L GATES LLP Service code 29 · EIN 25-0921018 210 SIXTH AVENUE · PITTSBURGH, PA 15222 | Legal | $8,265 |
Filed as: TEAL BECKER & CHIARAMONTE CPAS PC Service code 10 · EIN 14-1624930 7 WASHINGTON SQUARE · ALBANY, NY 12205 | Accounting | $7,800 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,152 | $38,963-84.2% | $71,793-91.4% | $329,111-98.1% |
| Participation rate | 100.0% | 53.8%+46.2pp | 69.1%+30.9pp | 67.9%+32.1pp |
| Annual return | -25.30% | 9.85%-35.1pp | 78.04%-103.3pp | 16.35%-41.7pp |
| Employer contribution / active EE | $0 | $758-100.0% | $1,924-100.0% | $2,303-100.0% |
| Participant deferral / active EE | $0 | $1,286-100.0% | $2,794-100.0% | $3,682-100.0% |
| Admin fee / account holder | $8 | $50-84.7% | $4,815-99.8% | $754-99.0% |