Filed August 8, 2024 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO10+ years Filed as: FID INVEST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $151,642 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $127,896 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 50 · EIN 36-3109431 | Direct Payment | $74,667 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $46,800 |
CHRISTOPHER BROUSAIDES1 year Filed as: CHRISTOPHER C GECZY Service code 17 108 SPRINGHOUSE LANE · NEWTOWN SQUARE, PA 19073 | Pension Consulting | $35,250 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $35,250 |
RVK, INC.1 year Service code 17 · EIN 93-0910652 | Pension Consulting | $27,500 |
MORGAN LEWIS1 year Filed as: MORGAN LEWIS BROCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $18,223 |
PAMELA GREENWOOD1 year Service code 17 · EIN 41-4390602 | Pension Consulting | $9,000 |
Assets per participant exceed $250,000 - top-decile high-value 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 | $255,902 | $178,759+43.2% | $102,460+149.8% | $106,553+140.2% |
| Participation rate | 94.7% | 91.3%+3.4pp | 76.5%+18.1pp | 69.8%+24.8pp |
| Annual return | 14.27% | 17.23%-3.0pp | 29.47%-15.2pp | 17.37%-3.1pp |
| Employer contribution / active EE | $0 | $5,750-100.0% | $3,025-100.0% | $3,359-100.0% |
| Participant deferral / active EE | $0 | $9,466-100.0% | $5,056-100.0% | $5,562-100.0% |
| Admin fee / account holder | $19 | $62-70.0% | $9,460-99.8% | $80-76.6% |