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| Provider | Service type | Compensation |
|---|---|---|
ALESCO ADVISORS1+ years Filed as: ALESCO ADVISORS, LLC Service code 19 TOBEY VILLAGE OFFICE PARK · PITTSFORD, NY 14534 | Securities Custodian | $9,657 |
BPAS1+ years Filed as: BPAS ACTUARIAL AND PENSION SERVICES Service code 11 · EIN 30-0192194 ONE LINCOLN CENETER · SYRACUSE, NY 13202 | Actuarial | $8,850 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 650 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $0 |
RIDGEWORTH1+ years Filed as: RIDGEWORTH INVESTMENTS Service code 28 3333 PIEDMONT ROAD · ATLANTA, GA 30305 | Investment Management | $0 |
THE VANGUARD GROUP, INC.1+ years Service code 25 100 VANGUARD BOULEVARD · MALVERN, PA 19355 | Directed Trustee | $0 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $224,372-100.0% | $219,333-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 47.3%-47.3pp | 42.3%-42.3pp | 48.7%-48.7pp |
| Annual return | -2.45% | -2.14%-0.3pp | -2.01%-0.4pp | -2.16%-0.3pp |
| Employer contribution / active EE | $0 | $37,296-100.0% | $34,453-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $32-100.0% | $34-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $5,081-100.0% | $5,362-100.0% | $12,572-100.0% |