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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2 years Service code 21 · EIN 25-6078093 | Bank Trustee | $222,441 |
SUMMIT FINANCIAL CORPORATION4+ years Service code 11 · EIN 04-3222046 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Actuarial | $155,474 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $20,685 |
JACKSON LEWIS P.C.2 years Filed as: JACKSON LEWIS Service code 29 · EIN 47-3374595 | Legal | $10,120 |
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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 | $46,244-100.0% | $133,543,011-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 2.8%-2.8pp |
| Annual return | 21.43% | 15.60%+5.8pp | 29.77%-8.3pp | 16.32%+5.1pp |
| Employer contribution / active EE | $11,230 | $11,838-5.1% | $33,607-66.6% | $17,007-34.0% |
| Participant deferral / active EE | $0 | $372-100.0% | $96-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $835,310-100.0% | $127-100.0% |