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| Provider | Service type | Compensation |
|---|---|---|
INVESTURE LLC2+ years Service code 28 · EIN 20-0456218 | Investment Management | $967,422 |
AON CONSULTING2+ years Service code 11 · EIN 22-2232264 | Actuarial | $277,289 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $171,126 |
INVESTURE EVERGREEN FUND2+ years Service code 28 · EIN 20-5583068 | Investment Management | $79,186 |
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $24,521 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES Service code 28 · EIN 20-0292745 | Investment Management | $16,898 |
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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 | $381,942,733-100.0% | $115,507-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.8%-42.8pp | 0.0%0pp |
| Annual return | 4.31% | 9.19%-4.9pp | 4.07%+0.2pp | 9.19%-4.9pp |
| Employer contribution / active EE | $0 | $12,608-100.0% | $45,149-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $92-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $203,571-100.0% | $2,655,710-100.0% |