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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 | Direct payment from the plan; Investm... | $24,414 |
PIMCO FUNDS2 years Filed as: PIMCO TOTAL RETURN Service code 27 1633 BROADWAY · NEW YORK, NY 10019 | Advisory (Plan) | $9,167 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $116,914-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 11.0%-11.0pp |
| Annual return | 8.57% | 6.95%+1.6pp | 8.92%-0.4pp | 8.21%+0.4pp |
| Employer contribution / active EE | $0 | $9,078-100.0% | $24,457-100.0% | $13,841-100.0% |
| Participant deferral / active EE | $0 | $7-100.0% | $14-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $692-100.0% | $1,652-100.0% |