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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Service code 28 · EIN 13-5160382 | Investment Management | $28,270 |
MERCER1+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2934414 | Actuarial | $10,104 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,729-100.0% | $202,986-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 26.9%-26.9pp | 12.6%-12.6pp |
| Annual return | -3.04% | 1.12%-4.2pp | 2.04%-5.1pp | 4.56%-7.6pp |
| Employer contribution / active EE | $0 | $8,854-100.0% | $57,418-100.0% | $15,526-100.0% |
| Participant deferral / active EE | $1,463 | $461+217.4% | $123+1093.4% | $97+1415.3% |
| Admin fee / account holder | $0 | $1,711-100.0% | $255,353-100.0% | $1,711-100.0% |