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| Provider | Service type | Compensation |
|---|---|---|
NEPC, LLC4+ years Service code 17 · EIN 26-1429809 | Pension Consulting | $14,429 |
Filed as: THYSSENKRUPP NORTH AMERICA, LLC Service code 14 · EIN 38-2535907 | Plan Administrator | $13,873 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $13,223 |
THE BANK OF NEW YORK MELLON4+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $4,839 |
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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 | $172,651-100.0% | $305,030-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 42.9%-42.9pp | 44.7%-44.7pp | 13.5%-13.5pp |
| Annual return | 15.19% | 9.18%+6.0pp | 380.66%-365.5pp | 9.29%+5.9pp |
| Employer contribution / active EE | $0 | $20,046-100.0% | $45,083-100.0% | $15,168-100.0% |
| Participant deferral / active EE | $0 | $12-100.0% | $272-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $7,413-100.0% | $12,800-100.0% | $2,037-100.0% |