Filed April 2, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $498,924 |
Service code 11 · EIN 13-3954297 | Actuarial | $159,409 |
EQUITABLE ADVISORS LLC3+ years Filed as: EQUITABLE LIFE ASSURANCE Service code 21 · EIN 13-5570651 | Bank Trustee | $104,347 |
DEMARCHE ASSOCIATES, INC.3+ years Filed as: DEMARCHE ASSOCIATES Service code 17 · EIN 43-1493130 | Pension Consulting | $100,000 |
BDO USA, LLP3+ years Service code 10 · EIN 13-5381590 | Accounting | $46,750 |
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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 | $44,091-100.0% | $413,253-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 40.8%-40.8pp | 4.5%-4.5pp |
| Annual return | 13.76% | 13.95%-0.2pp | 8.55%+5.2pp | 13.95%-0.2pp |
| Employer contribution / active EE | $48,077 | $16,598+189.7% | $55,494-13.4% | $16,598+189.7% |
| Participant deferral / active EE | $0 | $511-100.0% | $122-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $160,808-100.0% | $612-100.0% |