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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY MANAGEMENT TRUST CO Service code 15 · EIN 04-3275867 | Recordkeeping | $811,061 |
THE BANK OF NEW YORK MELLON10+ years Service code 17 · EIN 13-5160382 | Pension Consulting | $91,182 |
MERCER10+ years Filed as: MERCER HUMAN RESOURCES CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $84,708 |
MOSS ADAMS LLP5 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $23,625 |
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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 | $36,224-100.0% | $280,286-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.7%-2.7pp | 11.1%-11.1pp | 2.7%-2.7pp |
| Annual return | 5.08% | 8.35%-3.3pp | 3.16%+1.9pp | 8.35%-3.3pp |
| Employer contribution / active EE | $0 | $17,935-100.0% | $21,438-100.0% | $17,935-100.0% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $0 | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | - | $200-100.0% |