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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4+ years Service code 11 · EIN 22-2232264 | Actuarial | $140,611 |
Filed as: AXIOM INVESTMENT MANAGEMENT Service code 28 · EIN 20-5412674 | Investment Management | $79,956 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF NEW YORK MELLON Service code 28 240 GREENWICH STREET · NEW YORK, NY 10286 | Investment Management | $24,785 |
HILLTOP SECURITIES INC.3 years Service code 49 717 N. HARWOOD ST · DALLAS, TX 75201 | Other Services | $17,141 |
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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 | $79,278-100.0% | $79,278-100.0% | $380,063-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 7.7%-7.7pp | 27.7%-27.7pp |
| Annual return | -3.41% | -0.76%-2.7pp | 0.87%-4.3pp | 15.59%-19.0pp |
| Employer contribution / active EE | $0 | $17,429-100.0% | $17,293-100.0% | $33,256-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $83-100.0% |
| Admin fee / account holder | $0 | $20-100.0% | $20-100.0% | $21,009-100.0% |