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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON5 years Filed as: BNY MELLON Service code 21 · EIN 81-6243181 | Bank Trustee | $88,358 |
Filed as: OCTOBER THREE CONSULTING, LLC Service code 11 · EIN 27-1175487 | Actuarial | $76,730 |
BAKER TILLY US, LLP4 years Service code 10 · EIN 39-0859910 | Accounting | $67,700 |
MERCER7+ years Filed as: MERCER (US) INC. Service code 11 · EIN 13-2834414 | Actuarial | $65,512 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 16 · EIN 33-0818667 | Consulting | $43,500 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $319,010-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.0%-47.0pp | 0.0%0pp |
| Annual return | -13.40% | -13.41%0pp | 10.22%-23.6pp | 2.78%-16.2pp |
| Employer contribution / active EE | $80,455 | $53,848+49.4% | $51,212+57.1% | $15,276+426.7% |
| Participant deferral / active EE | $0 | $1,790-100.0% | $129-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $10,810-100.0% | $1,015-100.0% |