| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC1 year Filed as: TWEEDY BROWN CO. Service code 28 · EIN 13-3381587 | Investment Management | $172,879 |
MERCER1 year Service code 11 · EIN 13-2834144 | Actuarial | $114,037 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 36-2235791 | Recordkeeping | $57,288 |
Service code 28 · EIN 98-0407588 | Investment Management | $50,999 |
Filed as: MELLON BANK, N.A. Service code 21 · EIN 25-0659306 | Bank Trustee | $30,169 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $24,774 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 53-1868818 | Advisory (Plan) | $8,426 |
BLACKROCK1 year Filed as: BLACKROCK FINANCIAL MANAGEMENT LP Service code 28 · EIN 94-3112180 | Investment Management | $6,743 |
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 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 | $222,828-100.0% | $180,484-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 32.1%-32.1pp | 10.1%-10.1pp | 45.9%-45.9pp |
| Annual return | -93.87% | 3.14%-97.0pp | 10.53%-104.4pp | 10.21%-104.1pp |
| Employer contribution / active EE | $0 | $46,562-100.0% | $29,360-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $0 | $54-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $1,524-100.0% | $1,273-100.0% | $13,518-100.0% |