Filed June 30, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON3 years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $526,319 |
RIVER AND MERCANTILE LLC1 year Filed as: RIVER & MERCANTILE Service code 11 130 TURNER STREE · WALTHAM, MA 02453 | Actuarial | $112,275 |
MILLER & MARTIN PLLC1 year Service code 29 1180 WEST PEACHTREE STREET, N.W. · ATLANTA, GA 303093407 | Legal | $11,422 |
CHERRY BEKAERT LLP1 year Service code 10 · EIN 56-0574444 | Accounting | $4,925 |
AON CONSULTING1 year Filed as: AON HEWITT GROUP TRUST Service code 11 · EIN 27-2436452 | Actuarial | -$3,012 |
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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 | $3,370,408-100.0% | $50,635-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 1.2%-1.2pp |
| Annual return | 20.86% | 36.82%-16.0pp | 18.06%+2.8pp | 53.27%-32.4pp |
| Employer contribution / active EE | $13,559 | $13,338+1.7% | $30,411-55.4% | $14,774-8.2% |
| Participant deferral / active EE | $0 | $8-100.0% | $40-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $1,675-100.0% | $13,289-100.0% |