Filed August 5, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON4 years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $366,127 |
HOOKER & HOLCOMBE, INC.5 years Filed as: HOOKER & HOLCOMBE INC. Service code 11 1300 HALL BLVD. SUITE 1C · BLOOMFIELD, CT 06002 | Actuarial | $136,347 |
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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 | $164,233-100.0% | $267,477-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 0.0%0pp |
| Annual return | -16.30% | -10.35%-5.9pp | -38.86%+22.6pp | 2.78%-19.1pp |
| Employer contribution / active EE | $0 | $8,768-100.0% | $37,756-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $174-100.0% | $16-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $16,942-100.0% | $1,015-100.0% |