Filed April 30, 2007 (most recent of 6 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON8 years Service code 21 · EIN 13-5160382 | Bank Trustee | $283,579 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 11 · EIN 06-1050034 | Actuarial | $86,415 |
MMA SECURITIES LLC2 years Service code 65 · EIN 22-3570392 | Account Maintenance | $26,500 |
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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 | $75,644-100.0% | $106,128-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.9%-11.9pp | 12.2%-12.2pp | 11.0%-11.0pp |
| Annual return | 6.47% | 7.25%-0.8pp | 5.04%+1.4pp | 8.21%-1.7pp |
| Employer contribution / active EE | $33,564 | $13,308+152.2% | $26,454+26.9% | $13,841+142.5% |
| Participant deferral / active EE | $0 | $61-100.0% | $78-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $16,625-100.0% | $1,652-100.0% |