Filed April 2, 2024
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING7+ years Service code 11 · EIN 22-2232264 | Actuarial | $352,256 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 28 · EIN 36-3109431 | Investment Management | $311,347 |
THE BANK OF NEW YORK MELLON4 years Filed as: BANK OF AMERICA Service code 21 100 NORTH TRYON STREET · CHARLOTTE, NC 28255 | Bank Trustee | $95,964 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 15 · EIN 33-0629048 | Recordkeeping | $48,929 |
BOND, SCHOENECK & KING, PLLC6 years Service code 29 · EIN 27-0015651 | Legal | $21,727 |
WALTERS & ASSOCIATES CPAS3 years Service code 10 · EIN 59-3618759 | Accounting | $9,100 |
Service code 49 623 ENGLEWOOD AVE · BUFFALO, NY 14223 | Other Services | $5,847 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $75,030-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 1.5%-1.5pp |
| Annual return | 1.02% | -18.55%+19.6pp | -2.63%+3.7pp | 23.41%-22.4pp |
| Employer contribution / active EE | $0 | $6,513-100.0% | $29,813-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $8-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $838-100.0% | $14,884-100.0% |