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 | $1,620,192 |
MERCER3 years Service code 15 · EIN 13-2834414 | Recordkeeping | $1,186,770 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON Service code 11 · EIN 52-1868818 | Actuarial | $366,405 |
KPMG LLP4+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $41,000 |
Filed as: MET LIFE Service code 13 · EIN 13-5581829 | Contract Administrator | $9,102 |
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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 | $0 | $192,869-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 36.2%-36.2pp | 0.0%0pp |
| Annual return | -4.85% | 73.13%-78.0pp | -0.77%-4.1pp | 73.13%-78.0pp |
| Employer contribution / active EE | $5,591 | $8,421-33.6% | $29,514-81.1% | $8,421-33.6% |
| Participant deferral / active EE | $0 | $293-100.0% | $36-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $42,257-100.0% | - |