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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ASSETMARK Service code 21 123 S 3RD ST 4 · EASTON, PA 18042 | Bank Trustee | $426,875 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF AMERICA Service code 25 · EIN 94-1687665 | Directed Trustee | $191,807 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $2,822,362-100.0% | $91,826-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.6%-0.6pp |
| Annual return | -0.22% | 16.36%-16.6pp | 793.01%-793.2pp | 11.45%-11.7pp |
| Employer contribution / active EE | $3,492 | $15,595-77.6% | $27,004-87.1% | $17,219-79.7% |
| Participant deferral / active EE | $0 | $5-100.0% | $154-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $4,239-100.0% | $15,480-100.0% |