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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY7+ years Service code 21 · EIN 04-2767481 75 STATE STREET · BOSTON, MA 02109 | Bank Trustee | $605,137 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF NEW YORK Service code 21 · EIN 13-5160382 200 PARK AVENUE · NEW YORK, NY 10166 | Bank Trustee | $91,115 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $274,299-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 39.8%-39.8pp | 3.6%-3.6pp |
| Annual return | 8.98% | 11.84%-2.9pp | 8.84%+0.1pp | 11.84%-2.9pp |
| Employer contribution / active EE | $0 | $17,339-100.0% | $67,498-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $0 | $683-100.0% | $4-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $46,528-100.0% | $409-100.0% |