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| Provider | Service type | Compensation |
|---|---|---|
PIERCE ATWOOD LLP6 years Service code 14 · EIN 01-0190452 | Plan Administrator | $259,902 |
Service code 11 · EIN 38-1691268 | Actuarial | $68,020 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF AMERICA, N.A. Service code 21 · EIN 94-1687665 | Bank Trustee | $26,701 |
CALIBRE CPA GROUP PLLC6 years Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 | Accounting | $25,750 |
TAWSHUNSKY LAW FIRM PLLC5 years Service code 29 1455 PENNSYLVANIA AVENUE NW · WASHINGTON, DC 20004 | Legal | $11,400 |
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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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $340,249-100.0% | $329,695-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 51.3%-51.3pp | 43.4%-43.4pp | 43.7%-43.7pp |
| Annual return | 4.12% | 10.01%-5.9pp | 9.82%-5.7pp | 13.05%-8.9pp |
| Employer contribution / active EE | $0 | $31,901-100.0% | $30,311-100.0% | $37,652-100.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $60,407-100.0% | $53,840-100.0% | $31,365-100.0% |