Filed April 19, 2022 (most recent of 3 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Service code 28 · EIN 13-5160382 | Investment Management | $120,794 |
MERCER1+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2934414 | Actuarial | $19,761 |
Service code 11 · EIN 45-4124285 | Actuarial | $9,082 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK, N. A. Service code 11 · EIN 41-6257133 | Actuarial | $9,008 |
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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 | $49,677-100.0% | $202,986-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 26.9%-26.9pp | 3.6%-3.6pp |
| Annual return | -5.27% | 11.88%-17.1pp | 2.04%-7.3pp | 11.88%-17.1pp |
| Employer contribution / active EE | $7,609 | $14,612-47.9% | $57,418-86.7% | $14,612-47.9% |
| Participant deferral / active EE | $0 | $518-100.0% | $123-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $255,353-100.0% | $637-100.0% |