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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK MELLON Service code 99 · EIN 13-5160382 | Other Fees | $337,981 |
MERCER1 year Filed as: MERCER, INC, Service code 11 · EIN 13-2834414 | Actuarial | $166,063 |
TORRILLO & ASSOCIATES, LLC2 years Filed as: TORRILLO AND ASSOCIATES Service code 10 · EIN 83-0414789 | Accounting | $12,505 |
DECHERT LLP1 year Filed as: DECHERT, LLP Service code 29 · EIN 23-1425587 | Legal | $821 |
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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 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 | $45,108-100.0% | $436,953-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 41.3%-41.3pp | 44.2%-44.2pp | 14.6%-14.6pp |
| Annual return | 1.79% | -2.89%+4.7pp | -102.04%+103.8pp | 10.56%-8.8pp |
| Employer contribution / active EE | $0 | $14,715-100.0% | $36,232-100.0% | $13,643-100.0% |
| Participant deferral / active EE | $0 | $46-100.0% | $48-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,952-100.0% | $12,721-100.0% | $3,354-100.0% |