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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 26 · EIN 94-1687665 | Advisory (Participants) | $12,580 |
KORN FERRY HAY GROUP2 years Service code 11 1650 ARCH ST, SUITE 2300 · PHILADELPHIA, PA 191032029 | Actuarial | $4,093 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $44,091-100.0% | $107,664-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 4.5%-4.5pp |
| Annual return | 12.49% | 12.12%+0.4pp | 337.46%-325.0pp | 13.95%-1.5pp |
| Employer contribution / active EE | $7,493 | $13,419-44.2% | $20,191-62.9% | $16,598-54.9% |
| Participant deferral / active EE | $0 | $14-100.0% | $30-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $1,663-100.0% | $612-100.0% |