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| Provider | Service type | Compensation |
|---|---|---|
AGILIS PARTNERS LLC2 years Service code 11 · EIN 04-3513306 | Actuarial | $796,116 |
LEGAL & GENERAL INVESTMENT4 years Filed as: LEGAL AND GENERAL Service code 29 · EIN 20-8058531 | Legal | $522,058 |
THE BANK OF NEW YORK MELLON9+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $128,477 |
PITTA LLP9+ years Filed as: PITTA & GIBLIN Service code 29 · EIN 26-3852082 | Legal | $92,558 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: GRAYSTONE CONSULTING Service code 17 · EIN 26-4310632 | Pension Consulting | $50,000 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $47,852 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $422,209-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.4%-2.4pp |
| Annual return | 8.67% | 9.98%-1.3pp | 12.68%-4.0pp | 22.81%-14.1pp |
| Employer contribution / active EE | $59,912 | $15,842+278.2% | $41,609+44.0% | $18,290+227.6% |
| Participant deferral / active EE | $0 | $285-100.0% | $96-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $10,609-100.0% | $85,222-100.0% |