Filed May 13, 1996
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2 years Service code 21 · EIN 13-5160382 | Bank Trustee | $801,902 |
AON CONSULTING3+ years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $456,977 |
KPMG LLP3+ years Service code 10 · EIN 13-5565207 | Accounting | $52,000 |
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 | $21,578,776-100.0% | $68,458-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 0.0%0pp |
| Annual return | 1.77% | 33.37%-31.6pp | -0.87%+2.6pp | 33.37%-31.6pp |
| Employer contribution / active EE | $0 | $11,253-100.0% | $21,826-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $819-100.0% | $656-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $165-100.0% | $99,113-100.0% |