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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC7 years Service code 11 · EIN 27-1175487 | Actuarial | $219,932 |
STATE STREET GLOBAL ADVISORS7 years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $96,066 |
HANDY & HARMAN LTD.6 years Filed as: HANDY & HARMAN LTD Service code 17 · EIN 13-5129420 | Pension Consulting | $30,492 |
BAKER TILLY US, LLP4 years Service code 10 · EIN 39-0859910 | Accounting | $13,650 |
NORTHERN TRUST COMPANY1 year Service code 21 · EIN 36-1561860 | Bank Trustee | $12,759 |
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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 | $46,984-100.0% | $75,030-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 5.6%-5.6pp |
| Annual return | -22.37% | -5.85%-16.5pp | -2.63%-19.7pp | 39.77%-62.1pp |
| Employer contribution / active EE | $41,958 | $11,714+258.2% | $29,813+40.7% | $19,959+110.2% |
| Participant deferral / active EE | $0 | $18-100.0% | $8-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $838-100.0% | $62-100.0% |