Filed April 2, 2024 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $500,393 |
BUCK GLOBAL, LLC2 years Service code 11 · EIN 13-3954297 | Actuarial | $165,601 |
EQUITABLE ADVISORS LLC5+ years Filed as: EQUITABLE LIFE ASSURANCE Service code 21 · EIN 13-5570651 | Bank Trustee | $93,351 |
DEMARCHE ASSOCIATES, INC.5+ years Filed as: DEMARCHE ASSOCIATES Service code 17 · EIN 43-1493130 | Pension Consulting | $50,000 |
BDO USA, LLP5+ years Service code 10 · EIN 13-5381590 | Accounting | $24,000 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $46,244-100.0% | $336,625-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 2.8%-2.8pp | 51.5%-51.5pp | 2.8%-2.8pp |
| Annual return | 20.44% | 16.32%+4.1pp | 10.36%+10.1pp | 16.32%+4.1pp |
| Employer contribution / active EE | $39,063 | $17,007+129.7% | $52,561-25.7% | $17,007+129.7% |
| Participant deferral / active EE | $0 | $406-100.0% | $77-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $7,349-100.0% | $127-100.0% |