Filed August 6, 2019
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| Provider | Service type | Compensation |
|---|---|---|
ALESCO ADVISORS4+ years Service code 27 · EIN 16-1579300 | Advisory (Plan) | $128,000 |
USI CONSULTING GROUP4+ years Filed as: BURKE GROUP Service code 11 · EIN 80-0688755 | Actuarial | $51,265 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $31,821 |
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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 | $18,026,966-100.0% | $436,953-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 1.8%-1.8pp |
| Annual return | -7.83% | -2.48%-5.4pp | -102.04%+94.2pp | 0.19%-8.0pp |
| Employer contribution / active EE | $7,583 | $7,648-0.9% | $36,232-79.1% | $13,763-44.9% |
| Participant deferral / active EE | $0 | $27-100.0% | $48-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $12,721-100.0% | $426-100.0% |