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| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK5 years Service code 27 · EIN 13-3806691 | Advisory (Plan) | $666,962 |
FID INV INST OPS CO9+ years Service code 11 · EIN 04-2647786 | Actuarial | $540,920 |
THE BANK OF NEW YORK MELLON5 years Service code 21 · EIN 13-5160382 | Bank Trustee | $163,332 |
ATHERTON & ASSOCIATES LLP9+ years Service code 10 · EIN 94-1239084 | Accounting | $43,051 |
SEYFARTH SHAW LLP3 years Service code 29 · EIN 36-2152202 | Legal | $9,198 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $13,363-100.0% | $381,452-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 33.3%-33.3pp | 2.2%-2.2pp |
| Annual return | 6.26% | 9.11%-2.8pp | 7.47%-1.2pp | 9.11%-2.8pp |
| Employer contribution / active EE | $0 | $12,231-100.0% | $44,557-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $182-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $3,849-100.0% | $125-100.0% |