Filed April 2, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $495,277 |
BUCK GLOBAL, LLC1 year Service code 11 · EIN 13-3954297 | Actuarial | $126,702 |
EQUITABLE ADVISORS LLC4+ years Filed as: EQUITABLE LIFE ASSURANCE Service code 21 · EIN 13-5570651 | Bank Trustee | $90,764 |
DEMARCHE ASSOCIATES, INC.4+ years Filed as: DEMARCHE ASSOCIATES Service code 17 · EIN 43-1493130 | Pension Consulting | $62,500 |
BDO USA, LLP4+ years Service code 10 · EIN 13-5381590 | Accounting | $21,850 |
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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 | $37,197-100.0% | $215,441-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 4.7%-4.7pp | 50.7%-50.7pp | 4.7%-4.7pp |
| Annual return | -5.56% | -0.69%-4.9pp | 1.09%-6.6pp | -0.69%-4.9pp |
| Employer contribution / active EE | $17,241 | $16,786+2.7% | $57,621-70.1% | $16,786+2.7% |
| Participant deferral / active EE | $0 | $525-100.0% | $181-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $10,762-100.0% | $124-100.0% |