Filed April 25, 2019
Total covered: 27 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $563,502 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BNY MELLON ASSET SERVICING Service code 21 · EIN 13-5160382 | Bank Trustee | $148,860 |
MERCER7+ years Service code 16 · EIN 13-2834414 | Consulting | $104,236 |
USI CONSULTING GROUP5 years Filed as: USI INSURANCE SERVICES LLC Service code 49 · EIN 13-3771734 | Other Services | $64,134 |
MOSS ADAMS LLP7+ years Service code 10 · EIN 91-0189318 | Accounting | $33,000 |
ALSTON & BIRD LLP4 years Filed as: ALSTON & BIRD Service code 29 · EIN 58-0137615 | Legal | $32,933 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,666 | $128,169+21.5% | $147,117+5.8% | $106,553+46.1% |
| Participation rate | 96.7% | 67.3%+29.4pp | 82.2%+14.5pp | 69.8%+26.9pp |
| Annual return | 15.29% | 17.88%-2.6pp | 420.54%-405.2pp | 17.37%-2.1pp |
| Employer contribution / active EE | $11,553 | $3,374+242.4% | $4,932+134.2% | $3,359+244.0% |
| Participant deferral / active EE | $11,941 | $7,665+55.8% | $8,065+48.1% | $5,562+114.7% |
| Admin fee / account holder | $47 | $88-46.6% | $12,993-99.6% | $80-41.0% |