| Provider | Service type | Compensation |
|---|---|---|
MERCER3 years Service code 15 · EIN 13-2834414 | Recordkeeping | $450,970 |
THE BANK OF NEW YORK MELLON5+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-6078093 | Investment Management | $272,258 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $99,357 |
AON CONSULTING4 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 51 · EIN 36-3109431 | Investment Mgmt Fees | $92,188 |
Service code 11 · EIN 53-0181291 | Actuarial | $69,959 |
Filed as: COLCHESTER GLOBAL INVESTORS LTD. Service code 28 | Investment Management | $44,702 |
ERNST & YOUNG LLP5+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $30,900 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | - | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 15.76% | 21.83%-6.1pp | 12.90%+2.9pp | 21.83%-6.1pp |
| Employer contribution / active EE | $7,422 | $12,237-39.3% | $53,929-86.2% | $12,237-39.3% |
| Participant deferral / active EE | $0 | $987-100.0% | $78-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | - | $1,551,325-100.0% |