Filed April 25, 2019
Total covered: 27 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $380,618 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BNY MELLON ASSET SERVICING Service code 21 · EIN 13-5160382 | Bank Trustee | $128,060 |
MERCER3+ years Service code 16 · EIN 13-2834414 | Consulting | $95,182 |
KILPATRICK TOWNSEND3+ years Service code 29 · EIN 58-0511774 | Legal | $53,439 |
USI CONSULTING GROUP1 year Filed as: USI INSURANCE SERVICES LLC Service code 49 · EIN 13-3771734 | Other Services | $40,955 |
MOSS ADAMS LLP3+ years Service code 10 · EIN 91-0189318 | Accounting | $29,900 |
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 | $137,550 | $108,759+26.5% | $149,751-8.1% | $93,223+47.5% |
| Participation rate | 99.0% | 70.7%+28.3pp | 82.5%+16.5pp | 74.9%+24.1pp |
| Annual return | 16.67% | 19.53%-2.9pp | 276.71%-260.0pp | 19.29%-2.6pp |
| Employer contribution / active EE | $9,793 | $2,777+252.6% | $4,646+110.8% | $2,680+265.5% |
| Participant deferral / active EE | $10,339 | $6,149+68.1% | $6,843+51.1% | $4,563+126.6% |
| Admin fee / account holder | $61 | $81-23.8% | $9,312-99.3% | $79-22.3% |