Filed June 30, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON8 years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $312,900 |
AGILIS PARTNERS LLC2 years Service code 11 130 TURNER STREET · WALTHAM, MA 04253 | Actuarial | $111,200 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $148,078-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 2.1%-2.1pp |
| Annual return | 2.82% | 5.87%-3.0pp | 6.70%-3.9pp | 7.65%-4.8pp |
| Employer contribution / active EE | $0 | $10,827-100.0% | $25,217-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $250-100.0% | $47-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $7,182-100.0% | $193-100.0% |