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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON Service code 21 · EIN 25-0659306 | Bank Trustee | $20,275 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ SAVITZ Service code 11 · EIN 31-1582098 | Actuarial | $19,000 |
THE SAVITZ ORGANIZATION1+ years Service code 11 · EIN 23-1700844 | Actuarial | $17,173 |
BDO USA, LLP1+ years Service code 10 · EIN 13-5381590 | Accounting | $16,800 |
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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 | $127,229-100.0% | $115,939-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 22.8%-22.8pp | 19.3%-19.3pp | 45.6%-45.6pp |
| Annual return | 8.35% | 3.55%+4.8pp | 3.97%+4.4pp | 4.16%+4.2pp |
| Employer contribution / active EE | $60,833 | $33,688+80.6% | $28,168+116.0% | $42,918+41.7% |
| Participant deferral / active EE | $0 | $205-100.0% | $274-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $15,835-100.0% | $12,837-100.0% | $21,465-100.0% |