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| Provider | Service type | Compensation |
|---|---|---|
INVESTURE LLC3+ years Service code 28 · EIN 20-0456218 | Investment Management | $1,100,738 |
AON CONSULTING3+ years Service code 11 · EIN 22-2232264 | Actuarial | $263,816 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $153,894 |
INVESTURE EVERGREEN FUND3+ years Service code 28 · EIN 20-5583068 | Investment Management | $85,274 |
BDO USA, LLP2 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $23,353 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES Service code 28 · EIN 20-0292745 | Investment Management | $12,157 |
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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 | $0 | $260,109-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.2%-43.2pp | 0.0%0pp |
| Annual return | 13.76% | 17.84%-4.1pp | 8.93%+4.8pp | 17.84%-4.1pp |
| Employer contribution / active EE | $0 | $14,688-100.0% | $43,470-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $770-100.0% | $223-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,225-100.0% | - |