Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LEGAL & GENERAL INVESTMENT6+ years Service code 28 · EIN 20-8058531 | Investment Management | $285,794 |
RIVER AND MERCANTILE LLC2 years Filed as: RIVER & MERCANTILE LLC Service code 11 · EIN 04-3513306 | Actuarial | $109,810 |
THE BANK OF NEW YORK MELLON5 years Filed as: BNY MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $104,279 |
BDO USA, LLP6+ years Service code 10 · EIN 13-5381590 | Accounting | $41,713 |
MORGAN STANLEY SMITH BARNEY6+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $18,750 |
STROOCK & STROOCK & LAVAN5 years Service code 29 · EIN 13-5539787 | Legal | $10,764 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $215,870-100.0% | $454,052-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 18.4%-18.4pp | 3.6%-3.6pp |
| Annual return | 0.77% | 11.11%-10.3pp | 8.95%-8.2pp | 11.84%-11.1pp |
| Employer contribution / active EE | $0 | $19,861-100.0% | $46,559-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $0 | $1,543-100.0% | $131-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $354-100.0% | $19,831-100.0% | $409-100.0% |