Filed April 2, 2024
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING6+ years Service code 11 · EIN 22-2232264 | Actuarial | $553,887 |
THE BANK OF NEW YORK MELLON3 years Filed as: BANK OF AMERICA Service code 21 100 NORTH TRYON STREET · CHARLOTTE, NC 28255 | Bank Trustee | $102,383 |
BOND, SCHOENECK & KING, PLLC5 years Service code 29 · EIN 27-0015651 | Legal | $17,737 |
WALTERS & ASSOCIATES CPAS2 years Service code 10 · EIN 59-3618759 | Accounting | $9,000 |
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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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $38,981-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 3.7%-3.7pp |
| Annual return | 37.51% | 8.42%+29.1pp | 11.38%+26.1pp | 15.63%+21.9pp |
| Employer contribution / active EE | $0 | $5,390-100.0% | $18,467-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $0-100.0% | $71-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $786-100.0% | $429-100.0% |