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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON3+ years Filed as: BNY MELLON, NA Service code 21 · EIN 25-0659306 ONE WALL STREET · NEW YORK, NY 10286 | Bank Trustee | $188,822 |
AETNA LIFE INSURANCE COMPANY3+ years Service code 23 · EIN 06-6033492 151 FARMINGTON AVENUE · HARTFORD, CT 061569260 | Insurance services | $61,613 |
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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 | $105,125-100.0% | $98,614-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 14.6%-14.6pp |
| Annual return | 0.74% | -2.38%+3.1pp | -0.41%+1.1pp | 10.56%-9.8pp |
| Employer contribution / active EE | $5,944 | $9,517-37.5% | $15,396-61.4% | $13,643-56.4% |
| Participant deferral / active EE | $0 | $84-100.0% | $26-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $2,970-100.0% | $3,354-100.0% |