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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 11 · EIN 52-2200060 | Actuarial | $160,133 |
AON CONSULTING10+ years Service code 11 · EIN 22-2232264 | Actuarial | $146,293 |
THE BANK OF NEW YORK MELLON8 years Service code 21 · EIN 13-5160382 | Bank Trustee | $33,983 |
BAKER TILLY US, LLP4 years Service code 10 · EIN 39-0859910 | Accounting | $26,472 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $116,289-100.0% | $106,128-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 17.5%-17.5pp | 12.2%-12.2pp | 43.7%-43.7pp |
| Annual return | -5.82% | 3.31%-9.1pp | 5.04%-10.9pp | 13.05%-18.9pp |
| Employer contribution / active EE | $16,250 | $33,999-52.2% | $26,454-38.6% | $37,664-56.9% |
| Participant deferral / active EE | $0 | $42-100.0% | $78-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $31,365-100.0% |