Filed April 2, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $652,504 |
BUCK GLOBAL, LLC3 years Service code 11 · EIN 13-3954297 | Actuarial | $151,990 |
DEMARCHE ASSOCIATES, INC.6+ years Filed as: DEMARCHE ASSOCIATES Service code 17 · EIN 43-1493130 | Pension Consulting | $72,500 |
BDO USA, LLP6+ years Service code 10 · EIN 13-5381590 | Accounting | $26,500 |
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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 | $409,661-100.0% | $438,681-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 44.3%-44.3pp | 1.7%-1.7pp |
| Annual return | 16.66% | 627.08%-610.4pp | 4.26%+12.4pp | 627.08%-610.4pp |
| Employer contribution / active EE | $39,683 | $18,824+110.8% | $54,767-27.5% | $18,824+110.8% |
| Participant deferral / active EE | $0 | $418-100.0% | $18-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,187-100.0% | $1,923-100.0% |