Filed April 25, 2019
Total covered: 27 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $227,539 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON ASSET SERVICING Service code 21 · EIN 13-5160382 | Bank Trustee | $133,413 |
MERCER2+ years Service code 16 · EIN 13-2834414 | Consulting | $66,975 |
KILPATRICK TOWNSEND2+ years Service code 29 · EIN 58-0511774 | Legal | $47,435 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $24,675 |
AON CONSULTING2+ years Filed as: AON RISK SERVICES INC Service code 49 200 E RANDOLPH ST · CHICAGO, IL 60601 | Other Services | $8,863 |
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 | $119,583 | $95,048+25.8% | $141,200-15.3% | $82,204+45.5% |
| Participation rate | 98.4% | 73.7%+24.7pp | 82.5%+15.9pp | 73.4%+25.0pp |
| Annual return | 23.32% | 26.89%-3.6pp | 71.41%-48.1pp | 26.31%-3.0pp |
| Employer contribution / active EE | $8,968 | $2,921+207.0% | $4,736+89.3% | $2,707+231.3% |
| Participant deferral / active EE | $9,400 | $5,907+59.1% | $6,710+40.1% | $4,246+121.4% |
| Admin fee / account holder | $55 | $78-29.7% | $10,265-99.5% | $76-27.8% |