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| Provider | Service type | Compensation |
|---|---|---|
INVESTURE EVERGREEN FUND8+ years Service code 28 · EIN 20-5583068 | Investment Management | $1,871,479 |
STRATEGIC ADVISORS, INC.4 years Filed as: STRATEGIC INVESTMENT GROUP Service code 28 · EIN 54-1540117 | Investment Management | $417,645 |
AON CONSULTING8+ years Service code 11 · EIN 22-2232264 | Actuarial | $263,408 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities); Tr... | $114,966 |
Filed as: FIDELITY INSTITUTIONAL ASSET Service code 50 · EIN 20-2159373 | Direct Payment | $103,317 |
BDO USA, LLP1 year Filed as: BDO USA Service code 10 · EIN 13-5381590 | Accounting | $37,324 |
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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 | $2,456,633-100.0% | $447,195-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 25.8%-25.8pp | 1.5%-1.5pp |
| Annual return | -18.11% | 23.41%-41.5pp | -11.06%-7.1pp | 23.41%-41.5pp |
| Employer contribution / active EE | $0 | $12,650-100.0% | $55,362-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $26-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $3,572-100.0% | $14,884-100.0% |