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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON BANK NA Service code 21 · EIN 25-0659306 | Bank Trustee | $624,216 |
Filed as: TRANSAMERICA Service code 28 · EIN 59-3616793 | Investment Management | $528,207 |
INDEPENDENT FIDUCIARY SERVICES1+ years Filed as: INDEPENDENT FIDUCIARY SERVICES INC Service code 50 · EIN 13-3406417 | Direct Payment | $390,000 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $81,241 |
ALSTON & BIRD LLP1+ years Service code 29 · EIN 58-0137615 | Legal | $64,063 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS LLC Service code 11 · EIN 13-3954297 | Actuarial | $48,567 |
THE BANK OF NEW YORK MELLON1+ years Filed as: STANDISH MELLON ASSET MGMT LLC Service code 28 · EIN 25-1890416 | Investment Management | $37,297 |
EVERCORE TRUST COMPANY1+ years Service code 28 · EIN 26-4691954 | Investment Management | $25,000 |
OGLETREE DEAKINS1+ years Filed as: OGLETREE DEAKINS NASH SMOAK Service code 29 · EIN 57-1044820 | Legal | $21,387 |
TIM MLSNA1+ years Filed as: TIMOTHY M. MLSNA & ASSOCIATES, LTD Service code 29 · EIN 37-1186514 | Legal | $17,325 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $82,591-100.0% | $19,623-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.8%-0.8pp |
| Annual return | -6.43% | -2.01%-4.4pp | -0.97%-5.5pp | -0.60%-5.8pp |
| Employer contribution / active EE | $0 | $11,144-100.0% | $22,441-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $792-100.0% | $183-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $2,730-100.0% | $717-100.0% |