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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC5+ years Filed as: BROWN & BROWN CONSULTING Service code 11 · EIN 20-0878127 | Actuarial | $65,875 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 51 · EIN 13-5674085 | Investment Mgmt Fees | $47,796 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $18,576 |
MORISON COGEN LLP5+ years Service code 10 · EIN 23-1406493 | Accounting | $11,000 |
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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 | $70,499-100.0% | $50,635-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 6.0%-6.0pp | 47.3%-47.3pp |
| Annual return | 8.47% | 10.98%-2.5pp | 18.06%-9.6pp | 12.16%-3.7pp |
| Employer contribution / active EE | $0 | $48,856-100.0% | $30,411-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $0-100.0% | $40-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $2,698-100.0% | $1,675-100.0% | $17,640-100.0% |