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| Provider | Service type | Compensation |
|---|---|---|
BPAS ACTUARIAL & PENSION SERVICES11+ years Service code 11 · EIN 30-0192194 | Actuarial | $83,050 |
THE BANK OF NEW YORK MELLON11+ years Filed as: BANK OF AMERICA Service code 27 · EIN 94-1687665 | Advisory (Plan) | $72,047 |
Filed as: PRINCIPAL BANK Service code 21 · EIN 42-1466678 | Bank Trustee | $41,115 |
FUST CHARLES CHAMBERS LLP11+ years Filed as: FUST CHARLES CHAMBER, LLP Service code 10 · EIN 16-1226221 | Accounting | $21,270 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,224-100.0% | $328,890-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 9.5%-9.5pp | 41.1%-41.1pp | 2.1%-2.1pp |
| Annual return | 14.54% | 8.50%+6.0pp | 8.43%+6.1pp | 9.16%+5.4pp |
| Employer contribution / active EE | $3,095 | $15,334-79.8% | $29,249-89.4% | $19,955-84.5% |
| Participant deferral / active EE | $0 | $0 | $13-100.0% | $1,073-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $10,081-100.0% | $200-100.0% |