Filed June 30, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON6 years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $510,084 |
RIVER AND MERCANTILE LLC4 years Filed as: RIVER & MERCANTILE Service code 11 130 TURNER STREET · WALTHAM, MA 02453 | Actuarial | $47,600 |
AGULIS LLC1 year Service code 11 130 TURNER STREET · WALTHAM, MA 04253 | Actuarial | $6,300 |
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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 | $136,977-100.0% | $53,690-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 7.7%-7.7pp | 8.6%-8.6pp | 5.6%-5.6pp |
| Annual return | -19.79% | -15.49%-4.3pp | -4.80%-15.0pp | 39.82%-59.6pp |
| Employer contribution / active EE | $0 | $9,399-100.0% | $30,897-100.0% | $19,980-100.0% |
| Participant deferral / active EE | $0 | $320-100.0% | $64-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $4-100.0% | $40,849-100.0% | $62-100.0% |