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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN Service code 21 · EIN 13-4994650 270 PARK AVENUE · NEW YORK, NY 10017 | Bank Trustee | $236,648 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 1001 LAKESIDE AVENUE, SUITE 1900 · CLEVELAND, OH 441141306 | Actuarial | $157,038 |
RYAN LABS ASSET MANAGEMENT3+ years Filed as: RYAN LABS Service code 28 · EIN 13-3451974 500 FIFTH AVENUE, SUITE 2520 · NEW YORK, NY 10110 | Investment Management | $104,197 |
PNC BANK, N.A.1 year Filed as: PNC FINANCIAL SERVICES GROUP Service code 28 · EIN 27-0640560 1 CASCADE PLAZA · AKRON, OH 44307 | Investment Management | $63,647 |
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Employer contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 12.12% | 26.60%-14.5pp | 10.16%+2.0pp | 17.84%-5.7pp |
| Employer contribution / active EE | $0 | $7,232-100.0% | $33,192-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |