Filed April 25, 2019
Total covered: 27 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $363,333 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON ASSET SERVICING Service code 21 · EIN 13-5160382 | Bank Trustee | $126,523 |
AON CONSULTING1+ years Filed as: AON RISK SERVICES INC Service code 49 200 E RANDOLPH ST · CHICAGO, IL 60601 | Other Services | $88,571 |
MERCER1+ years Service code 16 · EIN 13-2834414 | Consulting | $61,926 |
KILPATRICK TOWNSEND1+ years Service code 29 · EIN 58-0511774 | Legal | $46,224 |
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189318 | Accounting | $23,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $103,492 | $83,812+23.5% | $123,553-16.2% | $68,904+50.2% |
| Participation rate | 97.9% | 77.0%+20.9pp | 82.3%+15.6pp | 74.1%+23.8pp |
| Annual return | -4.53% | 0.60%-5.1pp | 119.21%-123.7pp | 1.07%-5.6pp |
| Employer contribution / active EE | $8,944 | $2,924+205.9% | $4,628+93.2% | $2,540+252.1% |
| Participant deferral / active EE | $9,279 | $5,609+65.4% | $6,426+44.4% | $4,015+131.1% |
| Admin fee / account holder | $71 | $65+8.8% | $9,284-99.2% | $71-0.9% |