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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON3 years Service code 21 · EIN 13-5160382 | Bank Trustee | $217,781 |
SUMMIT FINANCIAL CORPORATION5+ years Service code 11 · EIN 04-3222046 | Actuarial | $160,850 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $24,620 |
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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 | $409,661-100.0% | $477,209-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 1.7%-1.7pp |
| Annual return | 12.98% | 10.60%+2.4pp | -2.84%+15.8pp | 627.08%-614.1pp |
| Employer contribution / active EE | $7,201 | $19,729-63.5% | $33,329-78.4% | $18,824-61.7% |
| Participant deferral / active EE | $0 | $349-100.0% | $51-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,475-100.0% | $1,923-100.0% |