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| Provider | Service type | Compensation |
|---|---|---|
MERCER8 years Service code 11 · EIN 13-2834414 | Actuarial | $50,622 |
WITHUMSMITH+BROWN, PC8 years Filed as: TWEEDY BROWN CO. Service code 28 · EIN 13-3381587 | Investment Management | $18,357 |
ALIGHT SOLUTIONS LLC8 years Service code 15 · EIN 82-1061233 | Recordkeeping | $14,250 |
THE BANK OF NEW YORK MELLON2 years Filed as: MELLON BANK,N.A. Service code 21 · EIN 25-0659306 | Bank Trustee | $5,122 |
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Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $93,040-100.0% | $148,078-100.0% | $339,457-100.0% |
| Participation rate | 0.0% | 13.3%-13.3pp | 5.4%-5.4pp | 43.9%-43.9pp |
| Annual return | -98.97% | 3.91%-102.9pp | 6.78%-105.8pp | 13.05%-112.0pp |
| Employer contribution / active EE | $0 | $35,643-100.0% | $25,155-100.0% | $37,651-100.0% |
| Participant deferral / active EE | $0 | $9-100.0% | $47-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $7,182-100.0% | $31,074-100.0% |