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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 | $152,238 |
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $119,400 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $116,914-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 7.18% | 5.54%+1.6pp | 8.92%-1.7pp | 8.76%-1.6pp |
| Employer contribution / active EE | $2,530 | $6,639-61.9% | $24,457-89.7% | $16,664-84.8% |
| Participant deferral / active EE | $0 | $467-100.0% | $14-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $692-100.0% | - |