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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF NEW YORK MELLON CORPORATION Service code 21 · EIN 13-2614959 | Bank Trustee | $63,920 |
OCTOBER THREE CONSULTING LLC7+ years Service code 11 · EIN 21-1175487 | Actuarial | $58,026 |
SCHNEIDER DOWNS & CO., INC.7+ years Filed as: SCHNEIDER DOWNS & CO, INC. Service code 10 · EIN 25-1408703 | Accounting | $12,151 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $375,279-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 0.7%-0.7pp |
| Annual return | 0.42% | 7.36%-6.9pp | 9.78%-9.4pp | 13.24%-12.8pp |
| Employer contribution / active EE | $19,209 | $40,685-52.8% | $46,889-59.0% | $14,616+31.4% |
| Participant deferral / active EE | $0 | $2,571-100.0% | $72-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $5,665-100.0% | $4,137-100.0% |