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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON3+ years Filed as: THE BANK OF NEW YORK MELON Service code 19 · EIN 13-5160382 | Securities Custodian | $142,669 |
MERCER3+ years Filed as: MERCER HUMAN RESOURCES Service code 11 · EIN 13-2834414 | Actuarial | $88,375 |
REYNOLDS CONSULTING SERVICES3+ years Filed as: REYNOLDS CONSULTING Service code 27 · EIN 20-1899564 | Advisory (Plan) | $38,000 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $20,182 |
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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 | $46,757-100.0% | $85,985-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 11.3%-11.3pp |
| Annual return | 14.33% | 9.21%+5.1pp | 14.20%+0.1pp | 10.41%+3.9pp |
| Employer contribution / active EE | $47,150 | $20,031+135.4% | $27,968+68.6% | $14,691+220.9% |
| Participant deferral / active EE | $0 | $226-100.0% | $576-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $6,028-100.0% | $2,646-100.0% |