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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON6+ years Filed as: BNY MELLON, NA Service code 21 · EIN 25-0659306 ONE WALL STREET · NEW YORK, NY 10286 | Bank Trustee | $169,764 |
AETNA LIFE INSURANCE COMPANY6+ years Service code 23 · EIN 06-6033492 151 FARMINGTON AVENUE · HARTFORD, CT 061569260 | Insurance services | $68,673 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $95,044-100.0% | $38,981-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 8.4%-8.4pp |
| Annual return | 15.89% | 9.08%+6.8pp | 11.38%+4.5pp | 18.35%-2.5pp |
| Employer contribution / active EE | $12,199 | $8,992+35.7% | $18,467-33.9% | $14,669-16.8% |
| Participant deferral / active EE | $0 | $4-100.0% | $71-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $786-100.0% | $9,141-100.0% |