Filed September 19, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON8 years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $662,743 |
Filed as: PRINCIPAL Service code 15 · EIN 94-1347393 | Recordkeeping | $624,756 |
WILLIS TOWERS WATSON US LLC9 years Filed as: TOWERS WATSON Service code 11 · EIN 52-1868818 | Actuarial | $460,901 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $32,000 |
Filed as: MET LIFE Service code 13 · EIN 13-5581829 | Contract Administrator | $5,492 |
KPMG LLP10+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | 0.0%0pp |
| Annual return | 1.04% | 17.72%-16.7pp | 148.78%-147.7pp | 9.30%-8.3pp |
| Employer contribution / active EE | $6,566 | $3,186+106.1% | $26,858-75.6% | $12,551-47.7% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $63-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |