Filed September 19, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK/MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $1,762,952 |
MERCER1 year Service code 15 · EIN 13-2834414 | Recordkeeping | $900,756 |
Filed as: TOWERS WATSON Service code 11 · EIN 52-1868818 | Actuarial | $388,830 |
KPMG LLP2+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $39,900 |
Filed as: MET LIFE Service code 13 · EIN 13-5581829 | Contract Administrator | $9,303 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,289-100.0% | $139,743-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 22.6%-22.6pp | 4.2%-4.2pp |
| Annual return | 7.10% | 10.64%-3.5pp | 4.96%+2.1pp | 10.64%-3.5pp |
| Employer contribution / active EE | $2,336 | $11,561-79.8% | $29,749-92.1% | $11,561-79.8% |
| Participant deferral / active EE | $0 | $347-100.0% | $26-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $3,369-100.0% | $312-100.0% |