Filed April 9, 2009
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: STANDISH MELLON ASSET MANAGEMENT Service code 27 · EIN 25-1890416 | Advisory (Plan) | $525,124 |
BPS&M1+ years Filed as: BPS & M, LLC Service code 11 · EIN 62-0853448 | Actuarial | $82,500 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK N.A. Service code 13 · EIN 94-1347393 | Contract Administrator | $78,250 |
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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 | $219,269-100.0% | $177,167-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 28.6%-28.6pp | 11.8%-11.8pp | 48.7%-48.7pp |
| Annual return | -0.26% | -4.65%+4.4pp | -2.52%+2.3pp | -2.16%+1.9pp |
| Employer contribution / active EE | $0 | $171,621-100.0% | $82,375-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $0 | $201-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $1,619-100.0% | $1,917-100.0% | $12,572-100.0% |