Filed January 20, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON3+ years Filed as: BNY MELLON Service code 11 · EIN 13-2614959 | Actuarial | $325,723 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,723,788-100.0% | $180,484-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 1.9%-1.9pp |
| Annual return | 13.88% | 12.38%+1.5pp | 10.53%+3.4pp | 23.90%-10.0pp |
| Employer contribution / active EE | $1,414 | $23,325-93.9% | $29,360-95.2% | $16,539-91.5% |
| Participant deferral / active EE | $0 | $269-100.0% | $54-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,273-100.0% | $18,975-100.0% |