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| Provider | Service type | Compensation |
|---|---|---|
LEGAL & GENERAL INVESTMENT5 years Filed as: LEGAL AND GENERAL Service code 29 · EIN 20-8058531 | Legal | $530,938 |
AGILIS PARTNERS LLC3 years Service code 11 · EIN 04-3513306 | Actuarial | $411,945 |
THE BANK OF NEW YORK MELLON10+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $120,577 |
BDO USA, LLP2 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $57,381 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: GRAYSTONE CONSULTING Service code 17 · EIN 26-4310632 | Pension Consulting | $37,500 |
PITTA LLP10+ years Filed as: PITTA & GIBLIN Service code 29 · EIN 26-3852082 | Legal | $20,000 |
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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 | $33,520-100.0% | $325,553-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 2.1%-2.1pp |
| Annual return | -0.72% | 8.17%-8.9pp | 9.17%-9.9pp | 7.65%-8.4pp |
| Employer contribution / active EE | $47,789 | $16,702+186.1% | $40,523+17.9% | $20,582+132.2% |
| Participant deferral / active EE | $0 | $776-100.0% | $42-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $17,411-100.0% | $193-100.0% |