Filed July 19, 2022
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF AMERICA Service code 25 · EIN 94-1687665 | Directed Trustee | $667,277 |
MERCER3+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $96,060 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN INCORPORATED Service code 11 · EIN 91-0675641 | Actuarial | $24,770 |
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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 | $0 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 12.37% | 15.82%-3.5pp | 16.78%-4.4pp | 17.84%-5.5pp |
| Employer contribution / active EE | $7,143 | $19,885-64.1% | $26,328-72.9% | $14,688-51.4% |
| Participant deferral / active EE | $0 | $776-100.0% | $97-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |