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| Provider | Service type | Compensation |
|---|---|---|
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL AND GENERAL Service code 29 · EIN 20-8058531 | Legal | $693,770 |
RIVER AND MERCANTILE LLC2 years Filed as: RIVER & MERCANTILE LLC Service code 11 · EIN 04-3513306 | Actuarial | $214,625 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $196,820 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 16 · EIN 13-2919773 | Consulting | $50,000 |
PITTA LLP7+ years Filed as: PITTA & GIBLIN Service code 29 · EIN 26-3852082 | Legal | $29,683 |
BDO USA, LLP7+ years Service code 10 · EIN 13-5381590 | Accounting | $19,626 |
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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.
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 | $215,870-100.0% | $454,052-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 18.4%-18.4pp | 3.6%-3.6pp |
| Annual return | 0.10% | 11.11%-11.0pp | 8.95%-8.8pp | 11.84%-11.7pp |
| Employer contribution / active EE | $0 | $19,861-100.0% | $46,559-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $0 | $1,543-100.0% | $131-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $354-100.0% | $19,831-100.0% | $409-100.0% |