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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON10+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $55,255 |
MILLIMAN, INC.3 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $34,259 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $19,058 |
Filed as: ECKERT SEAMANS Service code 29 · EIN 25-1056909 | Legal | $12,857 |
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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 | $328,120-100.0% | - | $328,120-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 34.1%-34.1pp |
| Annual return | 4.02% | 14.46%-10.4pp | 13.13%-9.1pp | 13.02%-9.0pp |
| Employer contribution / active EE | $21,432 | $20,547+4.3% | $16,548+29.5% | $34,257-37.4% |
| Participant deferral / active EE | $0 | $0 | $37-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $39,117-100.0% | - | $39,117-100.0% |