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| Provider | Service type | Compensation |
|---|---|---|
INVESTURE LLC5+ years Service code 28 · EIN 20-0456218 | Investment Management | $738,931 |
AON CONSULTING5+ years Service code 11 · EIN 22-2232264 | Actuarial | $271,679 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $124,733 |
INVESTURE EVERGREEN FUND5+ years Service code 28 · EIN 20-5583068 | Investment Management | $65,934 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC INVESTMENT GROUP Service code 28 · EIN 54-1540117 | Investment Management | $35,664 |
BDO USA, LLP4 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $25,810 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES Service code 28 · EIN 20-0292745 | Investment Management | $15,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $341,093,897-100.0% | $179,713-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.2%-31.2pp | 0.0%0pp |
| Annual return | -2.47% | 21.83%-24.3pp | 8.22%-10.7pp | 21.83%-24.3pp |
| Employer contribution / active EE | $0 | $12,237-100.0% | $46,636-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $987-100.0% | $1,719-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $1,392-100.0% | $1,551,325-100.0% |