Filed June 15, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 24 · EIN 13-3200244 | Discretionary Trustee | $78,706 |
MILLIMAN, INC.6+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $28,776 |
AMERICAN REALTY ADVISORS6+ years Filed as: NEW YORK BANKERS ASSOCIATION Service code 14 · EIN 13-1882974 | Plan Administrator | $17,313 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET CORPORATION Service code 25 · EIN 04-1867445 | Directed Trustee | $5,505 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $163,948-100.0% | $454,052-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 2.6%-2.6pp | 18.4%-18.4pp | 8.4%-8.4pp |
| Annual return | 11.83% | 11.99%-0.2pp | 8.95%+2.9pp | 18.34%-6.5pp |
| Employer contribution / active EE | $0 | $18,406-100.0% | $46,559-100.0% | $14,665-100.0% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $709-100.0% | $19,831-100.0% | $9,141-100.0% |