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| Provider | Service type | Compensation |
|---|---|---|
BPAS10+ years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $87,300 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF AMERICA Service code 27 · EIN 94-1687665 | Advisory (Plan) | $71,937 |
Filed as: PRINCIPAL BANK Service code 21 · EIN 42-1466678 | Bank Trustee | $40,832 |
FUST CHARLES CHAMBERS LLP10+ years Filed as: FUST CHARLES CHAMBER, LLP Service code 10 · EIN 16-1226221 | Accounting | $20,795 |
NIXON PEABODY LLP3 years Service code 17 · EIN 16-0764720 | Pension Consulting | $8,522 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $329,695-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 43.4%-43.4pp | 2.1%-2.1pp |
| Annual return | 11.62% | 7.03%+4.6pp | 9.82%+1.8pp | 7.65%+4.0pp |
| Employer contribution / active EE | $6,154 | $15,106-59.3% | $30,311-79.7% | $20,582-70.1% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $53,840-100.0% | $193-100.0% |