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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY Service code 28 · EIN 04-2647786 | Investment Management | $619,533 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $205,700 |
MCSOLEY MCCOY & CO1+ years Filed as: MCSOLEY MCCOY & CO. Service code 10 · EIN 03-0327374 | Accounting | $37,000 |
PKF O'CONNOR DAVIES, LLP1+ years Filed as: PKF O'CONNOR DAVIES, LLP CONSULTING Service code 10 · EIN 27-1728945 | Accounting | $27,200 |
PULLMAN & COMLEY1+ years Service code 22 · EIN 06-0662400 | Insurance Broker | $21,871 |
Filed as: PUE, CHICK, LEIBOWITZ & BLEZARD LLC Service code 10 · EIN 06-1442902 | Accounting | $18,000 |
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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $204,024-100.0% | $454,052-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 18.4%-18.4pp | 3.7%-3.7pp |
| Annual return | 18.19% | 12.07%+6.1pp | 8.95%+9.2pp | 15.63%+2.6pp |
| Employer contribution / active EE | $0 | $9,481-100.0% | $46,559-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $561-100.0% | $19,831-100.0% | $429-100.0% |