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| Provider | Service type | Compensation |
|---|---|---|
INVESTURE LLC4+ years Service code 28 · EIN 20-0456218 | Investment Management | $1,069,840 |
AON CONSULTING4+ years Service code 11 · EIN 22-2232264 | Actuarial | $258,029 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $157,931 |
INVESTURE EVERGREEN FUND4+ years Service code 28 · EIN 20-5583068 | Investment Management | $66,288 |
BDO USA, LLP3 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $24,774 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES Service code 28 · EIN 20-0292745 | Investment Management | $16,556 |
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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 | $21,578,776-100.0% | $171,071-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.4%-37.4pp | 0.0%0pp |
| Annual return | 9.82% | 33.37%-23.5pp | -3.19%+13.0pp | 33.37%-23.5pp |
| Employer contribution / active EE | $0 | $11,253-100.0% | $48,658-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $819-100.0% | $273-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $5,129-100.0% | $99,113-100.0% |