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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO8+ years Service code 11 · EIN 04-2647786 | Actuarial | $528,606 |
BLACKROCK4 years Service code 27 · EIN 13-3806691 | Advisory (Plan) | $460,486 |
THE BANK OF NEW YORK MELLON4 years Service code 15 · EIN 13-5160382 | Recordkeeping | $189,577 |
ATHERTON & ASSOCIATES LLP8+ years Service code 10 · EIN 94-1239084 | Accounting | $36,750 |
SEYFARTH SHAW LLP2 years Service code 29 · EIN 36-2152202 | Legal | $16,720 |
ABS DIRECT, INC.7 years Service code 49 · EIN 42-1607729 | Other Services | $248 |
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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.
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 | $2,456,633-100.0% | $235,493-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 24.6%-24.6pp | 1.5%-1.5pp |
| Annual return | -32.99% | 23.41%-56.4pp | -6.07%-26.9pp | 23.41%-56.4pp |
| Employer contribution / active EE | $0 | $12,650-100.0% | $37,389-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $182-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $12,327-100.0% | $14,884-100.0% |