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 MELLON2+ years Service code 28 · EIN 13-5160382 | Investment Management | $37,764 |
Service code 11 · EIN 45-4124285 | Actuarial | $23,045 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK, N. A. Service code 21 · EIN 94-1347393 | Bank Trustee | $15,229 |
MERCER1 year Service code 11 · EIN 13-2934414 | Actuarial | $9,287 |
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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 | 105.36% | 23.90%+81.5pp | 9.21%+96.1pp | 23.90%+81.5pp |
| Employer contribution / active EE | $0 | $16,539-100.0% | $35,088-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $306 | $350-12.7% | $163+87.7% | $350-12.7% |
| Admin fee / account holder | $0 | $18,975-100.0% | $4,019-100.0% | $18,975-100.0% |