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| Provider | Service type | Compensation |
|---|---|---|
MERCER5 years Service code 11 · EIN 13-2834414 | Actuarial | $1,910,121 |
ALIGHT SOLUTIONS LLC6 years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,271,307 |
Filed as: CAMBRIDGE ASSOCIATES Service code 17 · EIN 56-2457107 | Pension Consulting | $1,051,801 |
THE BANK OF NEW YORK MELLON9+ years Service code 13 · EIN 13-5160382 | Contract Administrator | $403,931 |
Service code 31 1 IRON STREET · BOSTON, MA 02210 | Named fiduciary | $125,000 |
Filed as: ECKERT SEAMANS Service code 29 · EIN 25-1056909 | Legal | $31,120 |
Filed as: EPSTEIN BECKER GREEN Service code 29 875 THIRD AVENUE · NEW YORK, NY 10022 | Legal | $6,268 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $182,032-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.2%-2.2pp |
| Annual return | -3.76% | 10.30%-14.1pp | 7.69%-11.4pp | 9.11%-12.9pp |
| Employer contribution / active EE | $0 | $9,006-100.0% | $28,501-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $902-100.0% | $49-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $51,246-100.0% | $125-100.0% |