Filed December 9, 2020 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TOMPKINS TRUST COMPANY10+ years Service code 21 · EIN 15-0470650 | Bank Trustee | $113,401 |
THE BANK OF NEW YORK MELLON5 years Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 | Investment Management | $79,611 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant 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 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 11.14% | 8.46%+2.7pp | 9.82%+1.3pp | 8.76%+2.4pp |
| Employer contribution / active EE | $956 | $11,054-91.3% | $30,322-96.8% | $16,664-94.3% |
| Participant deferral / active EE | $0 | $240-100.0% | $66-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |