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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON, NA Service code 21 · EIN 25-0659306 ONE WALL STREET · NEW YORK, NY 10286 | Bank Trustee | $155,357 |
AETNA LIFE INSURANCE COMPANY1+ years Service code 23 · EIN 06-6033492 151 FARMINGTON AVENUE · HARTFORD, CT 061569260 | Insurance services | $100,240 |
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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 | $49,677-100.0% | $111,575-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 3.6%-3.6pp |
| Annual return | 4.66% | 4.01%+0.7pp | 18.87%-14.2pp | 11.88%-7.2pp |
| Employer contribution / active EE | $3,233 | $9,840-67.1% | $19,828-83.7% | $14,612-77.9% |
| Participant deferral / active EE | $0 | $19-100.0% | $68-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $262-100.0% | $637-100.0% |