Filed April 2, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $456,436 |
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS, LLC Service code 11 · EIN 13-3954297 | Actuarial | $126,215 |
EQUITABLE ADVISORS LLC2+ years Filed as: EQUITABLE LIFE ASSURANCE Service code 21 · EIN 13-5570651 | Bank Trustee | $112,007 |
DEMARCHE ASSOCIATES, INC.2+ years Filed as: DEMARCHE ASSOCIATES Service code 17 · EIN 43-1493130 | Pension Consulting | $25,000 |
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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 | $49,677-100.0% | $358,154-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 37.4%-37.4pp | 3.6%-3.6pp |
| Annual return | 6.39% | 11.88%-5.5pp | 2.24%+4.2pp | 11.88%-5.5pp |
| Employer contribution / active EE | $23,256 | $14,612+59.2% | $54,559-57.4% | $14,612+59.2% |
| Participant deferral / active EE | $0 | $518-100.0% | $81-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $6,053-100.0% | $637-100.0% |