Filed June 18, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON4 years Filed as: BANK OF AMERICA Service code 27 · EIN 94-1687665 | Advisory (Plan) | $646,117 |
FINDLEY2 years Service code 11 · EIN 34-1213174 | Actuarial | $92,852 |
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 | $3,370,408-100.0% | $428,620-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 1.2%-1.2pp |
| Annual return | 21.50% | 15.61%+5.9pp | 20.73%+0.8pp | 53.27%-31.8pp |
| Employer contribution / active EE | $3,905 | $10,773-63.8% | $36,503-89.3% | $14,774-73.6% |
| Participant deferral / active EE | $0 | $68-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $7,495-100.0% | $13,289-100.0% |