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| Provider | Service type | Compensation |
|---|---|---|
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL & GENERAL Service code 29 · EIN 20-8058531 | Legal | $881,303 |
MERCER3+ years Filed as: MERCER CONSULTING, LLC Service code 11 · EIN 13-2834414 | Actuarial | $375,882 |
THE BANK OF NEW YORK MELLON3+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $165,147 |
BAHL & GAYNOR3+ years Service code 28 · EIN 31-1297139 | Investment Management | $148,141 |
BDO USA, LLP3+ years Service code 10 · EIN 13-5381590 | Accounting | $60,550 |
EPSTEIN BECKER & GREEN PC3+ years Filed as: EPSTEIN BECKER & GREEN Service code 29 · EIN 13-3031033 | Legal | $60,489 |
Filed as: MORGAN STANLEY Service code 16 · EIN 13-2919773 | Consulting | $50,000 |
PITTA LLP3+ years Filed as: PITTA & GIBLIN Service code 28 · EIN 26-3852082 | Investment Management | $27,942 |
PFK O'CONNOR DAVIES, LLP1 year Filed as: PFK O'CONNOR DAVIES Service code 16 · EIN 27-1728945 | Consulting | $6,380 |
PBI1 year Service code 51 · EIN 82-2042737 | Investment Mgmt Fees | $6,286 |
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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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 13.11% | 13.03%+0.1pp | 10.36%+2.7pp | 23.90%-10.8pp |
| Employer contribution / active EE | $0 | $15,779-100.0% | $37,738-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |