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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $143,158 |
Filed as: MERRILL LYNCH RETIREMENT SERVICES Service code 11 P.O. BOX 1501 · PENNINGTON, NJ 085349809 | Actuarial | $122,144 |
BAKER NEWMAN NOYES1 year Service code 10 · EIN 01-0494526 | Accounting | $10,000 |
MCCARTER & ENGLISH2+ years Service code 29 100 MULBERRY STREET · NEWARK, NJ 07102 | Legal | $1,240 |
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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 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 | $44,091-100.0% | $144,462-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 4.5%-4.5pp |
| Annual return | -1.83% | 22.74%-24.6pp | 16.78%-18.6pp | 13.95%-15.8pp |
| Employer contribution / active EE | $9,554 | $16,157-40.9% | $26,328-63.7% | $16,598-42.4% |
| Participant deferral / active EE | $0 | $350-100.0% | $97-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $20,893-100.0% | $612-100.0% |