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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON7+ years Filed as: BNY MELLON, NA Service code 21 · EIN 25-0659306 ONE WALL STREET · NEW YORK, NY 10286 | Bank Trustee | $126,283 |
AETNA LIFE INSURANCE COMPANY7+ years Service code 23 · EIN 06-6033492 151 FARMINGTON AVENUE · HARTFORD, CT 061569260 | Insurance services | $62,259 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $107,032-100.0% | $75,030-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 9.9%-9.9pp |
| Annual return | -12.35% | -13.84%+1.5pp | -2.63%-9.7pp | -5.25%-7.1pp |
| Employer contribution / active EE | $1,070 | $9,583-88.8% | $29,884-96.4% | $15,166-92.9% |
| Participant deferral / active EE | $0 | $8-100.0% | $8-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $838-100.0% | $3,859-100.0% |