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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY5+ years Service code 21 · EIN 04-2767481 75 STATE STREET · BOSTON, MA 02109 | Bank Trustee | $329,445 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF NEW YORK Service code 21 · EIN 13-5160382 200 PARK AVENUE · NEW YORK, NY 10166 | Bank Trustee | $192,767 |
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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 | $46,244-100.0% | $336,625-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 2.8%-2.8pp | 51.5%-51.5pp | 2.8%-2.8pp |
| Annual return | 25.20% | 16.32%+8.9pp | 10.36%+14.8pp | 16.32%+8.9pp |
| Employer contribution / active EE | $0 | $17,007-100.0% | $52,561-100.0% | $17,007-100.0% |
| Participant deferral / active EE | $0 | $406-100.0% | $77-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $7,349-100.0% | $127-100.0% |