Filed July 19, 2022
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON5 years Filed as: BANK OF AMERICA Service code 25 · EIN 94-1687665 | Directed Trustee | $662,921 |
MERCER6+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $68,375 |
HAGER STRATEGIC1 year Filed as: HAGER STRATEGIC INC. Service code 17 · EIN 52-1942556 | Pension Consulting | $45,000 |
MILLIMAN, INC.6+ years Filed as: MILLIMAN INCORPORATED Service code 11 · EIN 91-0675641 | Actuarial | $24,750 |
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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 | $0 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 12.08% | 24.77%-12.7pp | -2.84%+14.9pp | 12.86%-0.8pp |
| Employer contribution / active EE | $2,059 | $13,270-84.5% | $33,329-93.8% | $13,687-85.0% |
| Participant deferral / active EE | $0 | $799-100.0% | $51-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |