Filed September 6, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
EVERCORE TRUST COMPANY2+ years Filed as: EVERCORE Service code 21 · EIN 26-4691954 PO BOX 5319 · NEW YORK, NY 10150 | Bank Trustee | $120,731 |
DUFF & PHELPS, LLC2+ years Filed as: DUFF & PHELPS Service code 34 · EIN 36-4090666 12595 COLLECTION CENTER D · CHICAGO, IL 60693 | Valuation (appraisals, etc.) | $48,073 |
K&L GATES2+ years Filed as: K&L GATES LLP Service code 29 · EIN 25-0921018 210 SIXTH AVENUE · PITTSBURGH, PA 15222 | Legal | $14,875 |
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 | $5,434 | $39,909-86.4% | $78,775-93.1% | $80,976-93.3% |
| Participation rate | 100.0% | 55.7%+44.3pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | -3.30% | 23.47%-26.8pp | 35.62%-38.9pp | 22.91%-26.2pp |
| Employer contribution / active EE | $0 | $778-100.0% | $1,986-100.0% | $2,402-100.0% |
| Participant deferral / active EE | $0 | $1,359-100.0% | $2,958-100.0% | $3,848-100.0% |
| Admin fee / account holder | $9 | $50-81.7% | $5,132-99.8% | $67-86.5% |