Filed December 6, 2023
Total covered: 17 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 38-1561624 | Plan Administrator | $62,497 |
THE BANK OF NEW YORK MELLON4 years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $7,262 |
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 28 · EIN 13-5674085 | Investment Management | $4,576 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
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 | $212,470-100.0% | $428,620-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 52.4%-52.4pp | 46.0%-46.0pp | 47.3%-47.3pp |
| Annual return | 4.83% | 21.43%-16.6pp | 20.73%-15.9pp | 12.16%-7.3pp |
| Employer contribution / active EE | $0 | $39,472-100.0% | $36,503-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,476-100.0% | $7,495-100.0% | $17,640-100.0% |