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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO10+ years Service code 11 · EIN 04-2647786 | Actuarial | $594,983 |
GOLDMAN SACHS1 year Service code 28 · EIN 36-2152202 | Investment Management | $549,800 |
THE BANK OF NEW YORK MELLON6 years Service code 21 · EIN 13-5160382 | Bank Trustee | $147,497 |
BLACKROCK6 years Service code 27 · EIN 13-3806691 | Advisory (Plan) | $90,374 |
ATHERTON & ASSOCIATES LLP10+ years Service code 10 · EIN 13-3575635 | Accounting | $67,700 |
Filed as: INDEPENDENT INSURANCE ANALYSTS Service code 23 19 PROSPECT RDG · SIMSBURY, CT 06070 | Insurance services; Direct payment fr... | $7,500 |
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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 | $0 | $417,381-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 28.2%-28.2pp | 0.0%0pp |
| Annual return | 7.47% | 9.30%-1.8pp | 5.83%+1.6pp | 9.30%-1.8pp |
| Employer contribution / active EE | $0 | $12,551-100.0% | $38,332-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $165-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $6,587-100.0% | - |