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| Provider | Service type | Compensation |
|---|---|---|
ABERDEEN ASSET MANAGEMENT, INC.1+ years Service code 28 · EIN 51-0368279 | Investment Management | $805,494 |
BAHL & GAYNOR1+ years Service code 28 · EIN 31-1297139 | Investment Management | $167,053 |
MERCER1+ years Filed as: MERCER CONSULTING, LLC Service code 11 · EIN 13-2834414 | Actuarial | $161,160 |
THE BANK OF NEW YORK MELLON1+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $121,318 |
PITTA LLP1+ years Filed as: PITTA & GIBLIN Service code 29 · EIN 26-3852082 | Legal | $69,438 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: CITI SMITH BARNEY Service code 16 · EIN 13-2919773 | Consulting | $50,000 |
EPSTEIN BECKER & GREEN PC1+ years Filed as: EPSTEIN BECKER & GREEN Service code 29 · EIN 13-3031033 | Legal | $49,412 |
BDO USA, LLP1+ years Service code 10 · EIN 13-5381590 | Accounting | $46,244 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | -3.21% | 0.06%-3.3pp | -0.81%-2.4pp | -0.60%-2.6pp |
| Employer contribution / active EE | $0 | $14,206-100.0% | $38,425-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |