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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $159,167 |
MERCER5+ years Filed as: MERCER HUMAN RESOURCES Service code 11 · EIN 13-2834414 | Actuarial | $93,790 |
REYNOLDS CONSULTING SERVICES5+ years Filed as: REYNOLDS CONSULTING Service code 27 · EIN 20-1899564 | Advisory (Plan) | $39,520 |
GRANT THORNTON LLP3 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $20,339 |
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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 | $13,319-100.0% | $94,563-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 17.9%-17.9pp | 13.0%-13.0pp |
| Annual return | 19.87% | 13.52%+6.3pp | 16.32%+3.5pp | 13.59%+6.3pp |
| Employer contribution / active EE | $50,718 | $21,708+133.6% | $31,806+59.5% | $14,592+247.6% |
| Participant deferral / active EE | $0 | $0 | $211-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | $0 | $29,657-100.0% |