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| Provider | Service type | Compensation |
|---|---|---|
AGILIS PARTNERS LLC3 years Service code 11 · EIN 04-3513306 | Actuarial | $493,889 |
LEGAL & GENERAL INVESTMENT9+ years Service code 28 · EIN 20-8058531 | Investment Management | $237,915 |
THE BANK OF NEW YORK MELLON2 years Service code 19 · EIN 13-5160382 | Securities Custodian | $103,281 |
BDO USA, LLP2 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $41,378 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: GRAYSTONE CONSULTING Service code 17 · EIN 26-4310632 | Pension Consulting | $28,625 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $325,553-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.0%-11.0pp |
| Annual return | 1.00% | 9.98%-9.0pp | 9.17%-8.2pp | 8.21%-7.2pp |
| Employer contribution / active EE | $44,285 | $11,917+271.6% | $40,523+9.3% | $13,841+220.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $17,411-100.0% | $1,652-100.0% |