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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC9 years Service code 11 · EIN 27-1175487 | Actuarial | $264,212 |
HANDY & HARMAN LTD.8 years Filed as: HANDY & HARMAN LTD Service code 17 · EIN 13-5129420 | Pension Consulting | $74,905 |
BAKER TILLY US, LLP6 years Service code 10 · EIN 39-0859910 | Accounting | $32,550 |
STATE STREET GLOBAL ADVISORS9 years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
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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 | $33,520-100.0% | $116,914-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 2.1%-2.1pp |
| Annual return | 8.20% | 5.81%+2.4pp | 8.92%-0.7pp | 7.65%+0.5pp |
| Employer contribution / active EE | $0 | $11,440-100.0% | $24,457-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $26-100.0% | $14-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $692-100.0% | $193-100.0% |