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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $204,552 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 14 · EIN 95-1687665 | Plan Administrator | $32,006 |
CURTIS BLAKELY & CO.1+ years Filed as: CURTIS, MALLET Service code 31 · EIN 13-5018900 | Named fiduciary | $31,431 |
GRANT THORNTON LLP1+ years Filed as: GRANT THORNTON Service code 21 · EIN 36-6055558 | Bank Trustee | $17,500 |
THOMPSON COBURN LLP1+ years Filed as: THOMPSON COBURN Service code 31 · EIN 43-0666662 | Named fiduciary | $11,099 |
EATON VANCE1+ years Filed as: EATON VANCE LARGE CAP Service code 27 400 COMPUTER DR · WESTBOROUGH, MA 01581 | Advisory (Plan) | $7,207 |
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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 | $52,729-100.0% | $151,941-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 12.6%-12.6pp |
| Annual return | -6.25% | 4.69%-10.9pp | 5.44%-11.7pp | 4.56%-10.8pp |
| Employer contribution / active EE | $30,672 | $15,631+96.2% | $25,481+20.4% | $15,526+97.6% |
| Participant deferral / active EE | $0 | $53-100.0% | $65-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $11,765-100.0% | $1,711-100.0% |