Filed September 19, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON4 years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $1,159,606 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $809,628 |
WILLIS TOWERS WATSON US LLC5 years Filed as: TOWERS WATSON Service code 11 · EIN 52-1868818 | Actuarial | $620,935 |
FINDLEY1 year Filed as: FINDLEY, INC. Service code 15 · EIN 34-1213174 | Recordkeeping | $296,838 |
KPMG LLP6+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $40,038 |
Filed as: MET LIFE Service code 13 · EIN 13-5581829 | Contract Administrator | $8,991 |
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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 | $0 | $161,673-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.7%-41.7pp | 0.0%0pp |
| Annual return | 13.12% | 5230.06%-5216.9pp | 9.65%+3.5pp | 5230.06%-5216.9pp |
| Employer contribution / active EE | $34 | $10,491-99.7% | $27,458-99.9% | $10,491-99.7% |
| Participant deferral / active EE | $0 | $460-100.0% | $33-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $23,561-100.0% | - |