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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON8+ years Filed as: BNY MELLON WEALTH MANAGEMENT Service code 33 · EIN 13-5160382 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Securities brokerage | $74,514 |
PRAGER METIS CPAS, LLC3 years Service code 10 · EIN 06-1667465 510 HAIGHT AVENUE · POUGHKEEPSIE, NY 12603 | Accounting | $19,275 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC Service code 11 · EIN 33-0905143 120 VANTIS · ALISO VIEJO, CA 92656 | Actuarial | $16,520 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | - | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 5.6%-5.6pp |
| Annual return | -17.79% | 93.59%-111.4pp | 22.50%-40.3pp | 39.82%-57.6pp |
| Employer contribution / active EE | $0 | $17,832-100.0% | $33,849-100.0% | $19,980-100.0% |
| Participant deferral / active EE | $0 | $1,653-100.0% | $101-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | - | $62-100.0% |