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| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC8 years Service code 11 · EIN 27-1175487 | Actuarial | $301,457 |
HANDY & HARMAN LTD.7 years Filed as: HANDY & HARMAN LTD Service code 17 · EIN 13-5129420 | Pension Consulting | $97,484 |
STATE STREET GLOBAL ADVISORS8 years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $75,060 |
BAKER TILLY US, LLP5 years Service code 10 · EIN 39-0859910 | Accounting | $30,450 |
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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 | $9,556,684-100.0% | $101,802-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 2.4%-2.4pp |
| Annual return | 14.34% | 7.81%+6.5pp | 9.51%+4.8pp | 22.81%-8.5pp |
| Employer contribution / active EE | $0 | $7,502-100.0% | $23,377-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $0 | $22-100.0% | $14-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $769-100.0% | $85,222-100.0% |