Filed September 19, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON7 years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $864,371 |
WILLIS TOWERS WATSON US LLC8 years Filed as: TOWERS WATSON Service code 11 · EIN 52-1868818 | Actuarial | $780,426 |
Filed as: PRINCIPAL Service code 15 · EIN 94-1347393 | Recordkeeping | $729,557 |
KPMG LLP9+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $55,000 |
AGILIS PARTNERS LLC1 year Service code 16 · EIN 04-3513306 | Consulting | $13,000 |
Filed as: MET LIFE Service code 13 · EIN 13-5581829 | Contract Administrator | $5,746 |
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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 | $13,363-100.0% | $202,297-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.5%-52.5pp | 2.2%-2.2pp |
| Annual return | 8.25% | 8.44%-0.2pp | 14.20%-6.0pp | 9.11%-0.9pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $29,492-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $0 | $125-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $7,524-100.0% | $125-100.0% |