Filed March 15, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON8+ years Filed as: THE BANK OF NEW YORK Service code 19 CHURCH STREET STATION · NEW YORK, NY 102861214 | Securities Custodian | $0 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $827,797-100.0% | $788,447-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 45.1%-45.1pp | 21.4%-21.4pp | 44.5%-44.5pp |
| Annual return | -15.00% | -4.32%-10.7pp | -3.21%-11.8pp | -14.65%-0.4pp |
| Employer contribution / active EE | $8,047 | $53,412-84.9% | $46,051-82.5% | $46,321-82.6% |
| Participant deferral / active EE | $0 | $28-100.0% | $31-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $50,219-100.0% | $46,258-100.0% | $14,582-100.0% |