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| Provider | Service type | Compensation |
|---|---|---|
REED SMITH LLP1 year Service code 29 · EIN 25-0749630 | Legal | $45,130 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON WEALTH MANAGEMENT Service code 21 · EIN 25-0659306 | Bank Trustee | $38,515 |
COWDEN ASSOCIATES, INC.2+ years Service code 11 · EIN 25-1750131 | Actuarial | $28,786 |
PRICEWATERHOUSECOOPERS LLP2+ years Filed as: PRICEWATERHOUSECOOPERS, LLP Service code 10 · EIN 13-4008324 | Accounting | $20,400 |
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Participant contribution per participant 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 | 6.28% | 4.23%+2.0pp | 3.97%+2.3pp | 4.56%+1.7pp |
| Employer contribution / active EE | $7,708 | $16,147-52.3% | $28,168-72.6% | $15,526-50.4% |
| 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% |