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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 99 · EIN 13-5160382 | Other Fees | $320,261 |
MERCER1+ years Filed as: MERCER HUMAN RESOURCES CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $134,999 |
BDO USA, LLP1+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $18,750 |
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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 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 | $71,025-100.0% | $219,466-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 32.7%-32.7pp | 44.6%-44.6pp | 12.6%-12.6pp |
| Annual return | 10.01% | 4.87%+5.1pp | 5.00%+5.0pp | 4.56%+5.4pp |
| Employer contribution / active EE | $0 | $14,613-100.0% | $35,918-100.0% | $15,526-100.0% |
| Participant deferral / active EE | $0 | $54-100.0% | $75-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,874-100.0% | $13,204-100.0% | $1,711-100.0% |