Filed January 12, 2018 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2 years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 24-1442864 | Investment Management | $755,850 |
MERCER2 years Filed as: MERCER (US), INC. Service code 50 · EIN 13-2834414 | Direct Payment | $287,182 |
ALIGHT SOLUTIONS LLC1 year Service code 49 · EIN 82-1061233 | Other Services | $191,824 |
THE BANK OF NEW YORK MELLON2 years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $121,781 |
Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $115,149 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG U.S. LLP Service code 10 · EIN 34-6565596 | Accounting | $63,117 |
NEPC, LLC2 years Service code 16 · EIN 26-1429809 | Consulting | $56,250 |
WINSTON & STRAWN LLP2 years Filed as: WINSTON & STRAWN Service code 29 · EIN 36-1975990 | Legal | $25,115 |
IRON MOUNTAIN1 year Filed as: IRON MOUNTAIN INC Service code 16 · EIN 23-2588479 | Consulting | $7,843 |
COVINGTON & BURLING LLP2 years Service code 16 · EIN 53-0188411 | Consulting | $4,991 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 16.17% | 13.15%+3.0pp | -2.84%+19.0pp | 11.45%+4.7pp |
| Employer contribution / active EE | $0 | $23,714-100.0% | $33,329-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |