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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Service code 11 1166 AVE OF AMERICAS · NEW YORK, NY 10036 | Actuarial | $85,911 |
RUSSELL TRUST COMPANY2+ years Filed as: FRANK RUSSELL TRUST COMPANY Service code 28 909 A TACOMA STREET · TACOMA, WA 98402 | Investment Management | $76,751 |
PALISADE CAPITAL MANAGEMENT2+ years Service code 51 ONE BRIDGE PLAZA · FORT LEE, NJ 07024 | Investment Mgmt Fees | $47,541 |
Service code 27 390 PLANDOME ROAD · MANHASSET, NY 11039 | Advisory (Plan) | $34,715 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST Service code 21 801 PENNSYLVANIA AVE · KANSAS CITY, MO 64105 | Bank Trustee | $15,409 |
EQUITABLE ADVISORS LLC2+ years Filed as: EQUITABLE LIFE ASSURANCE Service code 13 350 MADISON STREET · SYRACUSE, NY 13202 | Contract Administrator | $14,792 |
BECHER DELLA TORRE GITTO & CO.2+ years Filed as: BECHER DELLA TORRE GITTO & COMPANY Service code 10 76 NORTH WALNUT STREET · RIDGEWOOD, NJ 07450 | Accounting | $11,550 |
Filed as: SSGA Service code 19 ONE LINCOLN STREET · BOSTON, MA 02111 | Securities Custodian | $5,584 |
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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 | $78,695-100.0% | $111,575-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 2.7%-2.7pp | 8.4%-8.4pp | 12.6%-12.6pp |
| Annual return | 6.07% | 4.40%+1.7pp | 18.87%-12.8pp | 4.56%+1.5pp |
| Employer contribution / active EE | $0 | $10,694-100.0% | $19,828-100.0% | $15,526-100.0% |
| Participant deferral / active EE | $0 | $30-100.0% | $68-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $0 | $262-100.0% | $1,711-100.0% |