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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY4+ years Service code 21 · EIN 04-2767481 75 STATE STREET · BOSTON, MA 02109 | Bank Trustee | $305,697 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF NEW YORK Service code 21 · EIN 13-5160382 200 PARK AVENUE · NEW YORK, NY 10166 | Bank Trustee | $183,479 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 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 | $37,197-100.0% | $215,441-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 4.7%-4.7pp | 50.7%-50.7pp | 4.7%-4.7pp |
| Annual return | -6.57% | -0.69%-5.9pp | 1.09%-7.7pp | -0.69%-5.9pp |
| Employer contribution / active EE | $0 | $16,786-100.0% | $57,621-100.0% | $16,786-100.0% |
| Participant deferral / active EE | $0 | $525-100.0% | $181-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $10,762-100.0% | $124-100.0% |