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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BANK OF NEW YORK MELON Service code 21 · EIN 13-5160382 | Bank Trustee | $187,500 |
MERCER1 year Filed as: MERCER US LLC Service code 11 · EIN 13-2834414 | Actuarial | $95,000 |
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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 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -29.93% | -14.80%-15.1pp | 22.50%-52.4pp | -14.80%-15.1pp |
| Employer contribution / active EE | $12,724 | $8,996+41.4% | $33,849-62.4% | $8,996+41.4% |
| Participant deferral / active EE | $0 | $455-100.0% | $101-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |