Filed September 19, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON3 years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $1,420,067 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $975,325 |
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON Service code 11 · EIN 52-1868818 | Actuarial | $884,954 |
KPMG LLP5+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $57,145 |
Filed as: MET LIFE Service code 13 · EIN 13-5581829 | Contract Administrator | $9,701 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 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 | $177,834-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.5%-39.5pp | 0.0%0pp |
| Annual return | 17.43% | 1023.85%-1006.4pp | 11.67%+5.8pp | 1023.85%-1006.4pp |
| Employer contribution / active EE | $0 | $11,605-100.0% | $28,376-100.0% | $11,605-100.0% |
| Participant deferral / active EE | $0 | $275-100.0% | $46-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $15,617-100.0% | - |