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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $139,787 |
Filed as: MERRILL LYNCH RETIREMENT SERVICES Service code 11 P.O. BOX 1501 · PENNINGTON, NJ 085349809 | Actuarial | $130,794 |
BAKER NEWMAN NOYES2 years Service code 10 · EIN 01-0494526 | Accounting | $19,000 |
MCCARTER & ENGLISH3+ years Service code 29 100 MULBERRY STREET · NEWARK, NJ 07102 | Legal | $103 |
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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 | $36,549-100.0% | $157,466-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 11.9%-11.9pp | 4.7%-4.7pp |
| Annual return | -3.60% | -2.68%-0.9pp | 12.68%-16.3pp | -0.69%-2.9pp |
| Employer contribution / active EE | $11,487 | $18,045-36.3% | $22,860-49.7% | $16,786-31.6% |
| Participant deferral / active EE | $0 | $450-100.0% | $123-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $231-100.0% | $2,825-100.0% | $124-100.0% |