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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 | $79,703 |
OCTOBER THREE CONSULTING LLC7+ years Service code 11 · EIN 27-1175487 | Actuarial | $74,779 |
SCHNEIDER DOWNS & CO., INC.7+ years Filed as: SCHNEIDER DOWNS & CO, INC Service code 10 · EIN 25-1408703 | Accounting | $13,900 |
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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 | $3,299,877-100.0% | $306,246-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 62.9%-62.9pp | 2.3%-2.3pp |
| Annual return | 4.73% | 11.98%-7.2pp | 35.16%-30.4pp | 37.77%-33.0pp |
| Employer contribution / active EE | $22,663 | $57,753-60.8% | $46,401-51.2% | $15,798+43.5% |
| Participant deferral / active EE | $0 | $1,774-100.0% | $72-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $4,448-100.0% | $9,287-100.0% |