Filed August 5, 2021 (most recent of 5 filings on file)
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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 | $435,057 |
HOOKER & HOLCOMBE, INC.4 years Filed as: HOOKER & HOLCOMBE INC. Service code 11 1300 HALL BLVD. SUITE 1C · BLOOMFIELD, CT 06002 | Actuarial | $163,864 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $227,282-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.7%-0.7pp |
| Annual return | 10.82% | 9.72%+1.1pp | 10.75%+0.1pp | 13.24%-2.4pp |
| Employer contribution / active EE | $0 | $10,988-100.0% | $35,170-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $822-100.0% | $82-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $4,611-100.0% | $4,137-100.0% |