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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING6+ years Service code 11 · EIN 22-2232264 | Actuarial | $721,445 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF AMERICA Service code 27 · EIN 94-1687665 | Advisory (Plan) | $380,425 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO Service code 21 420 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Bank Trustee | $150,079 |
RSM US LLP6+ years Service code 10 · EIN 42-0714325 | Accounting | $40,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $229,060-100.0% | $229,060-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 30.0%-30.0pp | 27.3%-27.3pp | 43.1%-43.1pp |
| Annual return | -89.31% | 7.44%-96.8pp | 7.48%-96.8pp | 259.19%-348.5pp |
| Employer contribution / active EE | $0 | $44,612-100.0% | $39,603-100.0% | $41,472-100.0% |
| Participant deferral / active EE | $0 | $127-100.0% | $172-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $1,197-100.0% | $1,197-100.0% | $21,502-100.0% |