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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 26-0058143 4208 SIX FORK RD., SUITE 1700 · RALEIGH, NC 27609 | Consulting | $35,000 |
Filed as: GREAT-WEST TRUST COMPANY, LLC (NY) Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,572 |
BECHER DELLA TORRE GITTO & CO.2+ years Filed as: BECHER, DELLA TORRE, GITTO & CO. Service code 10 · EIN 22-2625944 76 N WALNUT ST · RIDGEWOOD, NJ 07450 | Accounting | $17,350 |
Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 PO BOX 741881 · ATLANTA, GA 30374 | Actuarial | $16,641 |
OLSHAN FROME WOLOSKY LLP1 year Service code 29 · EIN 13-1978173 65 E 55TH ST · NEW YORK, NY 10022 | Legal | $7,777 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 99 · EIN 13-5160382 225 LIBERTY ST · NEW YORK, NY 10286 | Other Fees | $3,064 |
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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 | $52,729-100.0% | $18,392,177-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 12.6%-12.6pp |
| Annual return | 6.44% | 5.86%+0.6pp | 3.99%+2.4pp | 4.56%+1.9pp |
| Employer contribution / active EE | $8,889 | $18,820-52.8% | $38,279-76.8% | $15,526-42.7% |
| Participant deferral / active EE | $0 | $390-100.0% | $386-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $140,034-100.0% | $1,711-100.0% |