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| Provider | Service type | Compensation |
|---|---|---|
BANKERS TRUST COMPANY2 years Filed as: TI-TRUST Service code 18 · EIN 20-1171923 | Direct payment from the plan; Custodi... | $22,850 |
THE SEGAL COMPANY1 year Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $17,000 |
PENDO ADVISORS2 years Service code 10 · EIN 26-4836192 | Accounting | $17,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,677 | $82,674-93.1% | $125,381-95.5% | $68,486-91.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -37.92% | -5.97%-31.9pp | 572.31%-610.2pp | -7.85%-30.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $459 | $6,277-92.7% | $10,007-95.4% | $5,404-91.5% |