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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC5 years Service code 11 · EIN 27-1175487 | Actuarial | $294,236 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $112,476 |
Filed as: TRANSAMERICA Service code 28 · EIN 59-3616793 | Investment Management | $49,328 |
HANDY & HARMAN LTD.4 years Filed as: HANDY & HARMAN LTD Service code 17 · EIN 13-5129420 | Pension Consulting | $35,429 |
TIM MLSNA6+ years Filed as: TIMOTHY M. MLSNA & ASSOCIATES, LTD Service code 29 · EIN 36-3448629 | Legal | $26,333 |
THE BANK OF NEW YORK MELLON6+ years Filed as: STANDISH MELLON ASSET MGMT LLC Service code 28 · EIN 25-1890416 | Investment Management | $26,112 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $20,475 |
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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 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 | $409,661-100.0% | $2,066,441-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 1.7%-1.7pp |
| Annual return | 12.88% | 9.42%+3.5pp | 10.57%+2.3pp | 627.08%-614.2pp |
| Employer contribution / active EE | $0 | $11,814-100.0% | $18,335-100.0% | $18,824-100.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $5-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $8,713-100.0% | $1,923-100.0% |