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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC10+ years Filed as: BROWN BROTHERS HARRIMAN Service code 51 · EIN 13-4973745 | Investment Mgmt Fees | $122,345 |
Filed as: MERRILL LYNCH PIERCE FENNER AND SMI Service code 51 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Investment Mgmt Fees | $75,615 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $16,696 |
Service code 11 · EIN 16-1209645 100 COURT STREET · BINGHAMTON, NC 13901 | Actuarial | $14,750 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $116,289-100.0% | $106,128-100.0% | $339,457-100.0% |
| Participation rate | 0.0% | 17.5%-17.5pp | 12.3%-12.3pp | 43.9%-43.9pp |
| Annual return | 9.16% | 3.50%+5.7pp | 5.16%+4.0pp | 13.05%-3.9pp |
| Employer contribution / active EE | $0 | $34,017-100.0% | $26,479-100.0% | $37,651-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $78-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $31,074-100.0% |