Filed April 24, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
HOOKER & HOLCOMBE, INC.2+ years Service code 11 · EIN 06-0854693 | Actuarial | $108,950 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $20,427 |
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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 | $49,677-100.0% | $14,339-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.0%-17.0pp | 3.6%-3.6pp |
| Annual return | 6.59% | 6.68%-0.1pp | 1.15%+5.4pp | 11.88%-5.3pp |
| Employer contribution / active EE | $20,211 | $17,550+15.2% | $26,339-23.3% | $14,612+38.3% |
| Participant deferral / active EE | $0 | $1,230-100.0% | $178-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $3,605-100.0% | $637-100.0% |