Filed December 9, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON, N.A. Service code 25 · EIN 13-5160382 | Directed Trustee | $51,525 |
COWDEN ASSOCIATES, INC.1+ years Service code 11 · EIN 25-1750131 | Actuarial | $20,916 |
MCCLURE & WOLF, LLP , CPA'S1+ years Service code 10 · EIN 46-1571667 | Accounting | $8,920 |
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Annual investment return 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.
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 | $43,809-100.0% | $115,939-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 7.6%-7.6pp | 19.3%-19.3pp | 12.6%-12.6pp |
| Annual return | -4.07% | 4.23%-8.3pp | 3.97%-8.0pp | 4.56%-8.6pp |
| Employer contribution / active EE | $6,250 | $16,147-61.3% | $28,168-77.8% | $15,526-59.7% |
| Participant deferral / active EE | $0 | $429-100.0% | $274-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $850-100.0% | $12,837-100.0% | $1,711-100.0% |