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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF AMERICA Service code 18 · EIN 94-1687665 | Investment management fees paid direc... | $196,176 |
PIMCO FUNDS2 years Filed as: PIMCO TOTAL RETURN Service code 27 1633 BROADWAY · NEW YORK, NY 10019 | Advisory (Plan) | $48,597 |
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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 | $0 | $116,914-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 8.37% | 5.54%+2.8pp | 8.92%-0.6pp | 8.76%-0.4pp |
| Employer contribution / active EE | $6,250 | $6,639-5.9% | $24,457-74.4% | $16,664-62.5% |
| Participant deferral / active EE | $0 | $467-100.0% | $14-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $692-100.0% | - |