Filed June 30, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON5 years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $546,776 |
RIVER AND MERCANTILE LLC3 years Filed as: RIVER & MERCANTILE Service code 11 130 TURNER STREE · WALTHAM, MA 02453 | Actuarial | $51,150 |
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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 | $82,186-100.0% | $54,060-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 3.6%-3.6pp |
| Annual return | 6.60% | 8.66%-2.1pp | 36.37%-29.8pp | 11.84%-5.2pp |
| Employer contribution / active EE | $17,467 | $10,755+62.4% | $37,223-53.1% | $17,339+0.7% |
| Participant deferral / active EE | $0 | $384-100.0% | $524-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $568-100.0% | $409-100.0% |