Filed April 15, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Service code 28 · EIN 13-5160382 | Investment Management | $92,379 |
Service code 11 · EIN 45-4124285 | Actuarial | $25,969 |
WELLS FARGO BANK, N.A.1+ years Service code 21 · EIN 41-6257133 | Bank Trustee | $6,730 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $202,986-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 26.9%-26.9pp | 1.8%-1.8pp |
| Annual return | -2.97% | 7.18%-10.2pp | 2.04%-5.0pp | 7.18%-10.2pp |
| Employer contribution / active EE | $7,018 | $13,095-46.4% | $57,418-87.8% | $13,095-46.4% |
| Participant deferral / active EE | $0 | $385-100.0% | $123-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $255,353-100.0% | $362-100.0% |