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| Provider | Service type | Compensation |
|---|---|---|
PIERCE ATWOOD LLP4 years Service code 14 · EIN 01-0190452 | Plan Administrator | $527,417 |
Service code 11 · EIN 38-1691268 | Actuarial | $150,413 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF AMERICA, N.A. Service code 21 · EIN 94-1687665 | Bank Trustee | $60,532 |
TAWSHUNSKY LAW FIRM PLLC3 years Service code 29 1455 PENNSYLVANIA AVENUE NW · WASHINGTON, DC 20004 | Legal | $11,475 |
CALIBRE CPA GROUP PLLC4 years Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 | Accounting | $9,375 |
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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 | $281,394-100.0% | $270,125-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 44.3%-44.3pp | 35.7%-35.7pp | 44.5%-44.5pp |
| Annual return | -12.34% | -41.92%+29.6pp | -38.86%+26.5pp | -14.65%+2.3pp |
| Employer contribution / active EE | $0 | $40,095-100.0% | $37,752-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $15,763-100.0% | $16,942-100.0% | $14,582-100.0% |