Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON3 years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $145,800 |
Service code 27 420 LEXINGTON AVE · NEW YORK, NY 101702902 | Advisory (Plan) | $50,000 |
Service code 11 · EIN 04-2530412 | Actuarial | $24,969 |
RSM US LLP3 years Service code 10 · EIN 42-0714325 | Accounting | $18,400 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,404 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $198,586-100.0% | $161,673-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 41.7%-41.7pp | 13.5%-13.5pp |
| Annual return | 11.57% | 8.51%+3.1pp | 9.65%+1.9pp | 9.29%+2.3pp |
| Employer contribution / active EE | $55,128 | $7,965+592.1% | $27,458+100.8% | $15,168+263.5% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $23,561-100.0% | $2,037-100.0% |