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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BANK OF NEW YORK, MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $318,299 |
MERCER3 years Filed as: MERCER, INC, Service code 11 · EIN 13-2834414 | Actuarial | $132,604 |
TORRILLO & ASSOCIATES, LLC4 years Filed as: TORRILLO AND ASSOCIATES Service code 10 · EIN 83-0414789 | Accounting | $13,105 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $68,025-100.0% | $220,428-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 38.3%-38.3pp | 43.5%-43.5pp | 13.5%-13.5pp |
| Annual return | 12.06% | 9.03%+3.0pp | 90.61%-78.6pp | 9.29%+2.8pp |
| Employer contribution / active EE | $0 | $14,065-100.0% | $32,730-100.0% | $15,168-100.0% |
| Participant deferral / active EE | $0 | $19-100.0% | $40-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $1,029-100.0% | $12,805-100.0% | $2,037-100.0% |