Filed February 13, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON6+ years Filed as: BNY MELLON Service code 15 · EIN 04-1107280 99 HIGHT STREET · BOSTON, MA 02110 | Recordkeeping | $49,960 |
SILVERSTONE GROUP6+ years Service code 11 · EIN 47-0498037 11516 MIRACLE HILLS DRIVE · OMAHA, NE 68154 | Actuarial | $49,500 |
BKD, LLP6+ 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 | $43,325-100.0% | $75,924-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 61.8%-61.8pp | 52.9%-52.9pp | 13.5%-13.5pp |
| Annual return | 9.31% | 8.70%+0.6pp | 6.78%+2.5pp | 9.29%0pp |
| Employer contribution / active EE | $74,074 | $9,971+642.9% | $28,542+159.5% | $15,168+388.4% |
| Participant deferral / active EE | $0 | $861-100.0% | $763-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,269-100.0% | $1,754-100.0% | $2,037-100.0% |