Filed January 23, 2015
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| Provider | Service type | Compensation |
|---|---|---|
BANKERS TRUST COMPANY1 year Filed as: TI TRUST Service code 21 · EIN 20-1171923 | Bank Trustee | $45,700 |
EMPIRE VALUATION1 year Filed as: EMPIRE VALUATION CONSULTANTS Service code 31 · EIN 16-1328446 | Named fiduciary | $10,915 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,966 | $76,112-51.4% | $96,544-61.7% | $71,529-48.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 18.65% | 22.80%-4.2pp | 25.88%-7.2pp | 28.97%-10.3pp |
| Employer contribution / active EE | $2,465 | $2,248+9.6% | $2,966-16.9% | $2,590-4.8% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $245 | $2,708-91.0% | $8,254-97.0% | $1,588-84.6% |