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| Provider | Service type | Compensation |
|---|---|---|
BPAS2+ years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $74,230 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 27 · EIN 94-1687665 | Advisory (Plan) | $64,894 |
WELLS FARGO BANK, N.A.2+ years Service code 21 · EIN 41-6257133 | Bank Trustee | $39,048 |
FUST CHARLES CHAMBERS LLP2+ years Filed as: FUST CHARLES CHAMBER, LLP Service code 10 · EIN 16-1226221 | Accounting | $21,521 |
BRYAN CAVE LLP2+ years Filed as: BRYAN CAVE, LLP Service code 29 · EIN 43-0602162 | Legal | $11,936 |
WINSTON SUPPORT SERVICES, LLC2+ years Filed as: WINSTON SUPPORT SERVICES LLC Service code 15 · EIN 80-0004314 | Recordkeeping | $5,676 |
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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 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 8.51% | 5.09%+3.4pp | 5.00%+3.5pp | 7.18%+1.3pp |
| Employer contribution / active EE | $2,854 | $7,393-61.4% | $35,918-92.1% | $13,095-78.2% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |