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| Provider | Service type | Compensation |
|---|---|---|
ABERDEEN ASSET MANAGEMENT, INC.2+ years Service code 28 · EIN 51-0368279 | Investment Management | $790,755 |
MERCER2+ years Filed as: MERCER CONSULTING, LLC Service code 11 · EIN 13-2834414 | Actuarial | $587,859 |
BAHL & GAYNOR2+ years Service code 28 · EIN 31-1297139 | Investment Management | $156,919 |
THE BANK OF NEW YORK MELLON2+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $94,697 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: CITI SMITH BARNEY Service code 16 · EIN 13-2919773 | Consulting | $50,000 |
BDO USA, LLP2+ years Service code 10 · EIN 13-5381590 | Accounting | $45,350 |
PITTA LLP2+ years Filed as: PITTA & GIBLIN Service code 28 · EIN 26-3852082 | Investment Management | $42,529 |
Filed as: LEGAL & GENERAL Service code 29 · EIN 20-8058531 | Legal | $29,020 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 11.27% | 5.13%+6.1pp | 4.74%+6.5pp | 7.18%+4.1pp |
| Employer contribution / active EE | $0 | $14,689-100.0% | $36,089-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |