Filed June 23, 2022
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| Provider | Service type | Compensation |
|---|---|---|
CERITY PARTNERS2 years Service code 28 · EIN 27-1003080 | Investment Management | $451,860 |
THE BANK OF NEW YORK MELLON11+ years Filed as: THE BANK OF NY MELLON Service code 18 · EIN 13-5160382 | Custodial (securities); Custodial (ot... | $55,108 |
LONG CORP DISCIPLINED ALPHA TRUST1 year Service code 28 · EIN 84-6391546 | Investment Management | $22,225 |
THE ANGELL PENSION GROUP, INC.11+ years Service code 11 · EIN 04-2530412 | Actuarial | $15,950 |
SCHULTE ROTH & ZABEL LLP1 year Filed as: SCHULTE ROTH ZABEL LLP Service code 29 919 THIRD AVENUE · NEW YORK, NY 10022 | Legal | $5,661 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $134,556-100.0% | $134,556-100.0% | $328,120-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 15.4%-15.4pp | 34.1%-34.1pp |
| Annual return | 0.28% | 8.43%-8.2pp | 8.50%-8.2pp | 13.02%-12.7pp |
| Employer contribution / active EE | $0 | $31,363-100.0% | $29,758-100.0% | $34,257-100.0% |
| Participant deferral / active EE | $0 | $236-100.0% | $538-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $8,606-100.0% | $8,606-100.0% | $39,117-100.0% |