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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 11 1166 AVE OF AMERICAS · NEW YORK, NY 10036 | Actuarial | $174,800 |
PALISADE CAPITAL MANAGEMENT1+ years Service code 51 ONE BRIDGE PLAZA · FORT LEE, NJ 07024 | Investment Mgmt Fees | $100,522 |
RUSSELL TRUST COMPANY1+ years Filed as: FRANK RUSSELL TRUST COMPANY Service code 28 909 A TACOMA STREET · TACOMA, WA 98402 | Investment Management | $89,468 |
Service code 27 390 PLANDOME ROAD · MANHASSET, NY 11039 | Advisory (Plan) | $36,607 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST Service code 21 801 PENNSYLVANIA AVE · KANSAS CITY, MO 64105 | Bank Trustee | $23,270 |
EQUITABLE ADVISORS LLC1+ years Filed as: EQUITABLE LIFE ASSURANCE Service code 13 350 MADISON STREET · SYRACUSE, NY 13202 | Contract Administrator | $15,199 |
BECHER DELLA TORRE GITTO & CO.1+ years Filed as: BECHER DELLA TORRE GITTO & COMPANY Service code 10 76 NORTH WALNUT STREET · RIDGEWOOD, NJ 07450 | Accounting | $11,550 |
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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 | $50,876-100.0% | $19,623-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 15.7%-15.7pp |
| Annual return | -0.69% | -1.05%+0.4pp | -0.97%+0.3pp | -7.14%+6.5pp |
| Employer contribution / active EE | $0 | $8,702-100.0% | $22,441-100.0% | $14,613-100.0% |
| Participant deferral / active EE | $0 | $44-100.0% | $183-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $2,730-100.0% | $1,191-100.0% |