Filed April 2, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $550,179 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS, LLC Service code 11 · EIN 13-3954297 | Actuarial | $123,403 |
EQUITABLE ADVISORS LLC1+ years Filed as: EQUITABLE LIFE ASSURANCE Service code 21 · EIN 13-5570651 | Bank Trustee | $117,130 |
BDO USA, LLP1+ years Service code 10 · EIN 13-5381590 | Accounting | $29,375 |
DEMARCHE ASSOCIATES, INC.1+ years Filed as: DEMARCHE ASSOCIATES Service code 17 · EIN 43-1493130 | Pension Consulting | $12,500 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $211,396-100.0% | $296,643-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 44.4%-44.4pp | 4.3%-4.3pp |
| Annual return | -1.52% | 2.81%-4.3pp | -18.97%+17.5pp | 2.81%-4.3pp |
| Employer contribution / active EE | $22,321 | $16,358+36.5% | $54,628-59.1% | $16,358+36.5% |
| Participant deferral / active EE | $0 | $775-100.0% | $78-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $9,901-100.0% | $1,639-100.0% |