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); Direct paymen... | $55,108 |
Filed as: LONG CORP DISCIPLINED ALPHA TRUST 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 | $226,918-100.0% | $226,918-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 21.9%-21.9pp | 19.4%-19.4pp | 35.7%-35.7pp |
| Annual return | 0.28% | 8.21%-7.9pp | 8.54%-8.3pp | 15.19%-14.9pp |
| Employer contribution / active EE | $0 | $27,703-100.0% | $26,203-100.0% | $34,877-100.0% |
| Participant deferral / active EE | $0 | $255-100.0% | $449-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $16,566-100.0% | $16,566-100.0% | $50,584-100.0% |