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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2+ years Service code 28 · EIN 13-5160382 | Investment Management | $37,915 |
Service code 11 · EIN 45-4124285 | Actuarial | $25,538 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK, N. A. Service code 21 · EIN 94-1347393 | Bank Trustee | $16,381 |
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Participant contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $105,260-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 21.7%-21.7pp | 1.9%-1.9pp |
| Annual return | 12.98% | 23.90%-10.9pp | 9.21%+3.8pp | 23.90%-10.9pp |
| Employer contribution / active EE | $4,533 | $16,539-72.6% | $35,088-87.1% | $16,539-72.6% |
| Participant deferral / active EE | $546 | $350+55.8% | $163+235.3% | $350+55.8% |
| Admin fee / account holder | $0 | $18,975-100.0% | $4,019-100.0% | $18,975-100.0% |