Filed June 30, 2021 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON4 years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $500,187 |
RIVER AND MERCANTILE LLC2 years Filed as: RIVER & MERCANTILE Service code 11 130 TURNER STREE · WALTHAM, MA 02453 | Actuarial | $142,550 |
MILLER & MARTIN PLLC2 years Service code 29 1180 WEST PEACHTREE STREET, N.W. · ATLANTA, GA 303093407 | Legal | $3,118 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $2,822,362-100.0% | $91,826-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.6%-0.6pp |
| Annual return | 15.78% | 16.36%-0.6pp | 793.01%-777.2pp | 11.45%+4.3pp |
| Employer contribution / active EE | $13,559 | $15,595-13.1% | $27,004-49.8% | $17,219-21.3% |
| Participant deferral / active EE | $0 | $5-100.0% | $154-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $4,239-100.0% | $15,480-100.0% |