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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON5+ years Filed as: BNY MELLON, NA Service code 21 · EIN 25-0659306 ONE WALL STREET · NEW YORK, NY 10286 | Bank Trustee | $191,715 |
AETNA LIFE INSURANCE COMPANY5+ years Service code 23 · EIN 06-6033492 151 FARMINGTON AVENUE · HARTFORD, CT 061569260 | Insurance services | $69,742 |
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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 | $198,586-100.0% | $2,066,441-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 13.5%-13.5pp |
| Annual return | 14.66% | 10.61%+4.0pp | 10.57%+4.1pp | 9.29%+5.4pp |
| Employer contribution / active EE | $12,284 | $9,838+24.9% | $18,335-33.0% | $15,168-19.0% |
| Participant deferral / active EE | $0 | $3-100.0% | $5-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $8,713-100.0% | $2,037-100.0% |