Filed September 19, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON6 years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $991,981 |
Filed as: PRINCIPAL Service code 15 · EIN 94-1347393 | Recordkeeping | $811,527 |
WILLIS TOWERS WATSON US LLC7 years Filed as: TOWERS WATSON Service code 11 · EIN 52-1868818 | Actuarial | $461,813 |
KPMG LLP8+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $51,000 |
Filed as: MET LIFE Service code 13 · EIN 13-5581829 | Contract Administrator | $5,091 |
FINDLEY3 years Filed as: FINDLEY, INC. Service code 15 · EIN 34-1213174 | Recordkeeping | $0 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $65,170-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.3%-29.3pp | 1.5%-1.5pp |
| Annual return | -21.21% | -14.77%-6.4pp | 7.07%-28.3pp | 23.41%-44.6pp |
| Employer contribution / active EE | $0 | $4,290-100.0% | $34,847-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $51-100.0% | $14,884-100.0% |