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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON5 years Filed as: BANK OF AMERICA Service code 12 · EIN 94-1687665 | Recordkeeping fees; Direct payment fr... | $192,522 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 800 NORTH GLEBE ROAD · ARLINGTON, VA 22203 | Actuarial | $54,000 |
CROWE LLP2 years Service code 10 225 WEST WACKER DRIVE · CHICAGO, IL 60606 | Accounting | $19,035 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 11 · EIN 13-3689044 | Actuarial | $4,250 |
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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 | $52,198-100.0% | $342,274-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 11.0%-11.0pp |
| Annual return | 2.45% | 10.25%-7.8pp | 8.34%-5.9pp | 8.21%-5.8pp |
| Employer contribution / active EE | $0 | $16,685-100.0% | $30,790-100.0% | $13,837-100.0% |
| Participant deferral / active EE | $0 | $728-100.0% | $252-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $47,069-100.0% | $1,652-100.0% |