Filed December 9, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TOMPKINS TRUST COMPANY9+ years Service code 21 · EIN 15-0470650 | Bank Trustee | $104,700 |
THE BANK OF NEW YORK MELLON4 years Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 | Investment Management | $74,820 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $247,553-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 50.4%-50.4pp | 2.2%-2.2pp |
| Annual return | 15.13% | 9.71%+5.4pp | 32.33%-17.2pp | 9.11%+6.0pp |
| Employer contribution / active EE | $3,382 | $7,317-53.8% | $33,964-90.0% | $12,231-72.3% |
| Participant deferral / active EE | $0 | $946-100.0% | $43-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,141-100.0% | $125-100.0% |