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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON5 years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-6078093 | Investment Management | $76,239 |
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $49,570 |
MORNEAU SHEPELL2 years Filed as: TELUS HEALTH Service code 15 · EIN 52-1883918 250 ROYALL STREET · CANTON, MA 02021 | Recordkeeping | $38,626 |
ERNST & YOUNG LLP10+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $25,253 |
THE BANK OF NEW YORK MELLON10+ years Service code 18 · EIN 13-5160382 | Float revenue; Custodial (other than ... | $17,279 |
AON CONSULTING3 years Filed as: AON INVESTMENTS USA INC. Service code 17 · EIN 36-3109431 | Pension Consulting | $8,692 |
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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.
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 | $52,198-100.0% | $325,553-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.0%-11.0pp |
| Annual return | -1.25% | 9.98%-11.2pp | 9.17%-10.4pp | 8.21%-9.5pp |
| Employer contribution / active EE | $0 | $11,917-100.0% | $40,523-100.0% | $13,841-100.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $17,411-100.0% | $1,652-100.0% |