Filed May 22, 2023
Total covered: 400 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: PERSHING, LLC Service code 28 ONE PERSHING PLAZA · JERSEY CITY, NJ 07399 | Investment Management | $15,782 |
NATIONAL PLANNING CORPORATION1+ years Filed as: NATIONAL PLANNING CORP Service code 28 · EIN 34-1724014 | Investment Management | $2,524 |
FTJ FUNDCHOICE, LLC1+ years Filed as: FTJ FUNDCHOICE Service code 28 2300 LITTON LANE, STE. 102 · HEBRON, KY 41048 | Investment Management | $1,431 |
AMERICAN FUNDS1+ years Filed as: AMERICAN FUNDS SERVICE COMPANY Service code 28 P.O. BOX 2280 · NORFOLK, VA 23501 | Investment Management | $140 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1114007 | Contract Administrator | $100 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 50 · EIN 71-0294708 | Direct Payment | $0 |
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 | $18,492 | $37,117-50.2% | $147,617-87.5% | $55,191-66.5% |
| Participation rate | 100.0% | 63.6%+36.4pp | 84.6%+15.4pp | 69.2%+30.8pp |
| Annual return | 2.35% | 3.44%-1.1pp | 61.98%-59.6pp | 10.78%-8.4pp |
| Employer contribution / active EE | $1,224 | $1,620-24.5% | $5,564-78.0% | $1,899-35.5% |
| Participant deferral / active EE | $1,240 | $1,985-37.5% | $4,895-74.7% | $3,046-59.3% |
| Admin fee / account holder | $26 | $86-69.4% | $11,612-99.8% | $91-71.1% |