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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2+ years Filed as: MELLON BANK Service code 26 · EIN 13-5160382 | Advisory (Participants) | $108,620 |
AON CONSULTING2+ years Service code 11 · EIN 22-2945469 | Actuarial | $78,423 |
DRITSAS, GROOM, MCCORMICK LLP2+ years Filed as: DRISTAS, GROOM, MCCORMICK LLP Service code 10 · EIN 94-2782187 | Accounting | $15,500 |
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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 | $52,729-100.0% | $151,941-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 12.6%-12.6pp |
| Annual return | 5.60% | 4.69%+0.9pp | 5.44%+0.2pp | 4.56%+1.0pp |
| Employer contribution / active EE | $21,925 | $15,631+40.3% | $25,481-14.0% | $15,526+41.2% |
| Participant deferral / active EE | $0 | $53-100.0% | $65-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $11,765-100.0% | $1,711-100.0% |