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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 ONE WALL STREET 33RD FLOOR · NEW YORK, NY 10286 | Securities Custodian | $78,835 |
MERCER2+ years Filed as: MERCER HUMAN RESOURCES CONSULTING Service code 11 · EIN 13-3437435 212 CARNEGIE CENTER · PRINCETON, NJ 08540 | Actuarial | $1,450 |
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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 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 | $52,729-100.0% | $18,392,177-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 12.6%-12.6pp |
| Annual return | 8.44% | 5.86%+2.6pp | 3.99%+4.5pp | 4.56%+3.9pp |
| Employer contribution / active EE | $0 | $18,820-100.0% | $38,279-100.0% | $15,526-100.0% |
| Participant deferral / active EE | $0 | $390-100.0% | $386-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $140,034-100.0% | $1,711-100.0% |