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| Provider | Service type | Compensation |
|---|---|---|
RIVER AND MERCANTILE LLC1 year Service code 11 · EIN 04-3513306 | Actuarial | $181,968 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA, INC. Service code 18 · EIN 94-1687665 | Custodial (other than securities); Tr... | $63,621 |
THE ANGELL PENSION GROUP, INC.4+ years Service code 14 · EIN 04-2530412 | Plan Administrator | $38,593 |
Service code 10 · EIN 05-0409384 | Accounting | $20,975 |
NORTHERN TRUST COMPANY1 year Service code 18 · EIN 36-1561860 | Trustee (bank, trust company, or simi... | $199 |
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Annual investment return 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 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 | $36,549-100.0% | $157,466-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 11.9%-11.9pp | 4.7%-4.7pp |
| Annual return | -7.64% | -2.68%-5.0pp | 12.68%-20.3pp | -0.69%-7.0pp |
| Employer contribution / active EE | $13,627 | $18,045-24.5% | $22,860-40.4% | $16,786-18.8% |
| Participant deferral / active EE | $0 | $450-100.0% | $123-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $231-100.0% | $2,825-100.0% | $124-100.0% |