Filed March 11, 2016 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $1,317,447 |
THE SAVITZ ORGANIZATION2+ years Service code 11 · EIN 23-1700844 | Actuarial | $568,560 |
Filed as: CBIZ SAVITZ Service code 11 · EIN 31-1582098 | Actuarial | $199,825 |
BDO USA, LLP2+ years Service code 10 · EIN 13-5381590 | Accounting | $38,000 |
IVINS, PHILLIPS & BARKER1 year Filed as: IVINS, PHILLIPS, & BARKER Service code 29 1700 PENNSYLVANIA AVE NW · WASHINGTON, DC 20006 | Legal | $5,289 |
Filed as: TRANSAMERICA Service code 13 · EIN 39-0989781 | Contract Administrator | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 93.89% | 17.94%+75.9pp | 5.44%+88.4pp | 7.18%+86.7pp |
| Employer contribution / active EE | $0 | $12,263-100.0% | $25,481-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |