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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Service code 11 · EIN 22-2232264 | Actuarial | $203,178 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NY MELLON Service code 21 · EIN 84-0856796 | Bank Trustee | $29,508 |
DEGANN CONSULTING, LLC2+ years Service code 17 57 EAST 74TH ST. · NEW YORK, NY 10021 | Pension Consulting | $29,000 |
RUBINBROWN LLP2+ years Filed as: RUBINBROWN Service code 10 · EIN 84-0856796 | Accounting | $16,100 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $44,091-100.0% | $144,462-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 4.5%-4.5pp |
| Annual return | 8.67% | 22.74%-14.1pp | 16.78%-8.1pp | 13.95%-5.3pp |
| Employer contribution / active EE | $11,357 | $16,157-29.7% | $26,328-56.9% | $16,598-31.6% |
| Participant deferral / active EE | $0 | $350-100.0% | $97-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $20,893-100.0% | $612-100.0% |