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| Provider | Service type | Compensation |
|---|---|---|
BPAS1+ years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $261,925 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 27 · EIN 94-1687665 | Advisory (Plan) | $82,679 |
WINSTON SUPPORT SERVICES, LLC1+ years Filed as: WINSTON SUPPORT SERVICES LLC Service code 15 · EIN 80-0004314 | Recordkeeping | $55,985 |
WELLS FARGO BANK, N.A.1+ years Service code 21 · EIN 41-6257133 | Bank Trustee | $44,368 |
FUST CHARLES CHAMBERS LLP1+ years Filed as: FUST CHARLES CHAMBER, LLP Service code 10 · EIN 16-1226221 | Accounting | $20,675 |
FORUM PERSONNEL INC.1+ years Service code 15 · EIN 13-2781308 | Recordkeeping | $8,863 |
BRYAN CAVE LLP1+ years Filed as: BRYAN CAVE, LLP Service code 29 · EIN 43-0602162 | Legal | $6,399 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 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 | $82,591-100.0% | $219,333-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.8%-0.8pp |
| Annual return | -3.88% | -0.96%-2.9pp | -2.00%-1.9pp | -0.60%-3.3pp |
| Employer contribution / active EE | $95 | $6,828-98.6% | $34,470-99.7% | $12,272-99.2% |
| Participant deferral / active EE | $0 | $232-100.0% | $34-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $5,362-100.0% | $717-100.0% |