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| Provider | Service type | Compensation |
|---|---|---|
LEGAL & GENERAL INVESTMENT4 years Filed as: LEGAL & GENERAL Service code 29 · EIN 20-8058531 | Legal | $809,885 |
MERCER5+ years Filed as: MERCER CONSULTING, LLC Service code 11 · EIN 13-2834414 | Actuarial | $373,778 |
THE BANK OF NEW YORK MELLON5+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $291,989 |
PITTA LLP5+ years Filed as: PITTA & GIBLIN Service code 28 · EIN 26-3852082 | Investment Management | $53,071 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 16 · EIN 13-2919773 | Consulting | $50,000 |
BDO USA, LLP5+ years Service code 10 · EIN 13-5381590 | Accounting | $42,700 |
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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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 19.13% | 33.70%-14.6pp | 14.64%+4.5pp | 53.27%-34.1pp |
| Employer contribution / active EE | $0 | $14,473-100.0% | $41,831-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |