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| Provider | Service type | Compensation |
|---|---|---|
RYAN LABS ASSET MANAGEMENT8+ years Filed as: RYAN LABS INVESTMENTS Service code 27 · EIN 13-3451974 500 FIFTH AVENUE · NEW YORK, NY 10110 | Advisory (Plan) | $60,816 |
MERCER8+ years Service code 11 · EIN 13-2834414 70 LINDEN OAKS, SUITE 310 · ROCHESTER, NY 14625 | Actuarial | $39,000 |
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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 | $33,234-100.0% | $270,125-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 24.1%-24.1pp | 35.7%-35.7pp | 5.6%-5.6pp |
| Annual return | -13.31% | -14.45%+1.1pp | -38.86%+25.5pp | 39.77%-53.1pp |
| Employer contribution / active EE | $0 | $14,058-100.0% | $37,752-100.0% | $19,959-100.0% |
| Participant deferral / active EE | $0 | $0 | $16-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $77-100.0% | $16,942-100.0% | $62-100.0% |