Filed February 13, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON5+ years Filed as: BNY MELLON Service code 15 · EIN 04-1107280 99 HIGHT STREET · BOSTON, MA 02110 | Recordkeeping | $56,372 |
SILVERSTONE GROUP5+ years Service code 11 · EIN 47-0498037 11516 MIRACLE HILLS DRIVE · OMAHA, NE 68154 | Actuarial | $32,817 |
BKD, LLP5+ years Service code 10 · EIN 44-0160260 1120 S. 101ST STREET · OMAHA, NE 68124 | Accounting | $13,350 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $186,381-100.0% | $428,620-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 28.2%-28.2pp | 46.0%-46.0pp | 13.0%-13.0pp |
| Annual return | 14.89% | 12.39%+2.5pp | 20.73%-5.8pp | 13.59%+1.3pp |
| Employer contribution / active EE | $55,556 | $14,456+284.3% | $36,503+52.2% | $14,592+280.7% |
| Participant deferral / active EE | $0 | $9-100.0% | $77-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,031-100.0% | $7,495-100.0% | $29,657-100.0% |