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| Provider | Service type | Compensation |
|---|---|---|
BPAS3+ years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $219,020 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 27 · EIN 94-1687665 | Advisory (Plan) | $72,115 |
WELLS FARGO BANK, N.A.3+ years Service code 21 · EIN 41-6257133 | Bank Trustee | $44,233 |
WINSTON SUPPORT SERVICES, LLC3+ years Filed as: WINSTON SUPPORT SERVICES LLC Service code 15 · EIN 80-0004314 | Recordkeeping | $24,956 |
FUST CHARLES CHAMBERS LLP3+ years Filed as: FUST CHARLES CHAMBER, LLP Service code 10 · EIN 16-1226221 | Accounting | $6,503 |
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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 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 16.25% | 12.40%+3.8pp | 10.16%+6.1pp | 23.90%-7.6pp |
| Employer contribution / active EE | $2,964 | $8,748-66.1% | $33,192-91.1% | $16,539-82.1% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |