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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON7 years Filed as: BNY MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $40,000 |
AON CONSULTING1 year Service code 11 · EIN 22-2232264 | Actuarial | $27,095 |
SAUL EWING2 years Service code 29 · EIN 23-1416352 | Legal | $20,723 |
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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 | $195,758-100.0% | $182,032-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 25.1%-25.1pp | 13.4%-13.4pp | 55.9%-55.9pp |
| Annual return | -10.80% | 3.70%-14.5pp | 7.69%-18.5pp | 24.44%-35.2pp |
| Employer contribution / active EE | $0 | $38,258-100.0% | $28,501-100.0% | $41,344-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $49-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $61,373-100.0% | $51,246-100.0% | $22,013-100.0% |