Filed July 19, 2022
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON3 years Filed as: BANK OF AMERICA Service code 25 · EIN 94-1687665 | Directed Trustee | $731,449 |
Filed as: PRICWATERHOUSECOOPERS LLP Service code 10 · EIN 13-4008324 | Accounting | $87,767 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN INCORPORATED Service code 11 · EIN 91-0675641 | Actuarial | $17,597 |
MERCER4+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $8,025 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,578,776-100.0% | $157,466-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | -5.77% | 201.32%-207.1pp | 12.68%-18.5pp | 33.37%-39.1pp |
| Employer contribution / active EE | $172 | $10,877-98.4% | $22,860-99.2% | $11,253-98.5% |
| Participant deferral / active EE | $0 | $658-100.0% | $123-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,825-100.0% | $99,113-100.0% |