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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BANK OF NEW YORK MELON Service code 19 · EIN 13-5160382 | Securities Custodian | $165,259 |
MERCER1 year Filed as: WILLIAM M. MERCER Service code 11 · EIN 13-2834414 | Actuarial | $78,470 |
Service code 27 · EIN 20-1899564 | Advisory (Plan) | $39,520 |
GRANT THORNTON LLP1 year Filed as: GRANT THORTON Service code 10 · EIN 36-6055558 | Accounting | $20,183 |
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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 | $20,848-100.0% | $353,945-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 20.8%-20.8pp | 13.5%-13.5pp |
| Annual return | 11.97% | 12.26%-0.3pp | 10.57%+1.4pp | 9.29%+2.7pp |
| Employer contribution / active EE | $56,743 | $20,182+181.1% | $29,483+92.5% | $15,168+274.1% |
| Participant deferral / active EE | $0 | $23-100.0% | $150-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $81-100.0% | $2,009-100.0% | $2,037-100.0% |