Filed April 12, 2017
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON CORPORATION Service code 18 · EIN 25-0659306 | Custodial (other than securities); Ac... | $216,783 |
MERCER2+ years Filed as: MERCER (U.S.), INC. Service code 11 · EIN 13-2834414 | Actuarial | $193,876 |
GROOM LAW GROUP2+ years Filed as: GROOM LAW GROUP CHARTERED Service code 29 · EIN 52-1219029 | Legal | $73,499 |
THE ROC GROUP2+ years Service code 16 · EIN 36-4220885 | Consulting | $7,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $379,314-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | 1.30% | -1.92%+3.2pp | -2.18%+3.5pp | 73.13%-71.8pp |
| Employer contribution / active EE | $5,435 | $10,821-49.8% | $38,751-86.0% | $8,421-35.5% |
| Participant deferral / active EE | $0 | $182-100.0% | $151-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | - |