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| Provider | Service type | Compensation |
|---|---|---|
INVESTURE LLC6+ years Service code 28 · EIN 20-0456218 | Investment Management | $296,546 |
INVESTURE EVERGREEN FUND6+ years Service code 28 · EIN 20-5583068 | Investment Management | $273,510 |
AON CONSULTING6+ years Service code 11 · EIN 22-2232264 | Actuarial | $216,090 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $138,871 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC INVESTMENT GROUP Service code 28 · EIN 54-1540117 | Investment Management | $50,792 |
BDO USA, LLP5 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $26,246 |
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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 | $282,126-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.9%-41.9pp | 0.0%0pp |
| Annual return | 19.97% | 12.86%+7.1pp | 1087.39%-1067.4pp | 12.86%+7.1pp |
| Employer contribution / active EE | $0 | $13,687-100.0% | $42,245-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $833-100.0% | $120-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,639-100.0% | - |