Filed April 2, 2024
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF AMERICA Service code 21 100 NORTH TRYON STREET · CHARLOTTE, NC 28255 | Bank Trustee | $87,373 |
AON CONSULTING5+ years Service code 11 · EIN 22-2232264 | Actuarial | $71,354 |
DATA RESEARCH GROUP4 years Filed as: DATA MATION PRINTING Service code 49 623 ENGLEWOOD AVE · BUFFALO, NY 14223 | Other Services | $12,977 |
BOND, SCHOENECK & KING, PLLC4 years Service code 29 · EIN 27-0015651 | Legal | $10,006 |
Service code 10 · EIN 59-3618759 | Accounting | $7,900 |
BOBBITT, PITTENGER & CO P.A.5+ years Service code 10 · EIN 65-0437100 | Accounting | $5,200 |
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Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $2,066,441-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 0.0%0pp |
| Annual return | -20.16% | 11.99%-32.2pp | 10.57%-30.7pp | 12.86%-33.0pp |
| Employer contribution / active EE | $26,663 | $6,238+327.4% | $18,335+45.4% | $13,687+94.8% |
| Participant deferral / active EE | $0 | $5-100.0% | $5-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $8,713-100.0% | - |