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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING5 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-3109431 | Consulting | $506,026 |
THE BANK OF NEW YORK MELLON5 years Filed as: BNY MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $178,197 |
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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 | $263,436-100.0% | $305,030-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 47.8%-47.8pp | 44.7%-44.7pp | 43.0%-43.0pp |
| Annual return | 9.07% | 288.76%-279.7pp | 380.66%-371.6pp | 259.17%-250.1pp |
| Employer contribution / active EE | $0 | $47,316-100.0% | $45,083-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $279-100.0% | $272-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $13,313-100.0% | $12,800-100.0% | $21,502-100.0% |