Filed September 11, 2020 (most recent of 10 filings on file)
Total covered: 17 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 24 · EIN 13-3200244 | Discretionary Trustee | $73,472 |
AMERICAN REALTY ADVISORS4+ years Filed as: NEW YORK BANKERS ASSOCIATION Service code 14 · EIN 13-1882974 | Plan Administrator | $18,927 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $18,787 |
AB FUNDS4+ years Filed as: ALLIANCEBERNSTEIN Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $11,038 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET CORPORATION Service code 25 · EIN 04-1867445 | Directed Trustee | $8,859 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $5,399,274-100.0% | $568,132-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 13.0%-13.0pp |
| Annual return | 11.63% | 12.98%-1.3pp | 14.64%-3.0pp | 13.59%-2.0pp |
| Employer contribution / active EE | $27,269 | $16,363+66.6% | $41,831-34.8% | $14,592+86.9% |
| Participant deferral / active EE | $0 | $94-100.0% | $200-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $548,767-100.0% | $36,942-100.0% | $29,657-100.0% |