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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 420 LEXINGTON AVE · NEW YORK, NY 101702902 | Advisory (Plan) | $62,500 |
Service code 11 · EIN 04-2530412 | Actuarial | $35,097 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $23,625 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $0 |
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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 | $317,036-100.0% | $177,834-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.5%-39.5pp | 13.0%-13.0pp |
| Annual return | 8.82% | 11.44%-2.6pp | 11.67%-2.9pp | 13.59%-4.8pp |
| Employer contribution / active EE | $72,652 | $7,885+821.4% | $28,376+156.0% | $14,592+397.9% |
| Participant deferral / active EE | $0 | $0 | $46-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | $15,617-100.0% | $29,657-100.0% |