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| Provider | Service type | Compensation |
|---|---|---|
Service code 50 · EIN 20-0843018 | Direct Payment | $513,867 |
Filed as: BNY Service code 18 · EIN 13-2614959 | Direct payment from the plan; Custodi... | $35,248 |
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Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $75,644-100.0% | $106,128-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.9%-11.9pp | 12.2%-12.2pp | 11.0%-11.0pp |
| Annual return | 1.48% | 7.25%-5.8pp | 5.04%-3.6pp | 8.21%-6.7pp |
| Employer contribution / active EE | $7,867 | $13,308-40.9% | $26,454-70.3% | $13,841-43.2% |
| Participant deferral / active EE | $0 | $61-100.0% | $78-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $16,625-100.0% | $1,652-100.0% |