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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $80,750 |
FRANKLIN TEMPLETON1+ years Filed as: TEMPLETON INVESTMENT COUNSEL, LLC Service code 28 · EIN 94-3385113 | Investment Management | $80,450 |
THE SEGAL COMPANY1+ years Filed as: THE SEGAL COMPANY, WESTERN STATES Service code 11 · EIN 94-1503999 | Actuarial | $73,331 |
MILLER KAPLAN ARASE LLP1+ years Service code 10 · EIN 95-2036255 | Accounting | $52,955 |
Service code 29 · EIN 95-2077781 | Legal | $48,613 |
RVK, INC.1+ years Service code 17 · EIN 93-0910652 | Pension Consulting | $25,000 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST CO. Service code 19 · EIN 36-1561860 | Securities Custodian | $16,854 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $211,396-100.0% | $154,906-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 21.1%-21.1pp | 4.3%-4.3pp |
| Annual return | -1.30% | 2.81%-4.1pp | -0.22%-1.1pp | 2.81%-4.1pp |
| Employer contribution / active EE | $0 | $16,358-100.0% | $35,165-100.0% | $16,358-100.0% |
| Participant deferral / active EE | $0 | $775-100.0% | $80-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $4,675-100.0% | $1,639-100.0% |