Filed November 22, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPER CO Service code 11 · EIN 04-2647786 | Actuarial | $189,583 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF AMERICA N.A. Service code 21 · EIN 56-1938466 | Bank Trustee | $34,202 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $148,078-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 2.1%-2.1pp |
| Annual return | -2.96% | 5.87%-8.8pp | 6.70%-9.7pp | 7.65%-10.6pp |
| Employer contribution / active EE | $8,665 | $10,827-20.0% | $25,177-65.6% | $20,582-57.9% |
| Participant deferral / active EE | $0 | $250-100.0% | $47-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $7,182-100.0% | $193-100.0% |