Filed April 25, 2019
Total covered: 27 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $402,238 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BNY MELLON ASSET SERVICING Service code 21 · EIN 13-5160382 | Bank Trustee | $120,055 |
MERCER4+ years Service code 16 · EIN 13-2834414 | Consulting | $73,552 |
ALSTON & BIRD LLP1 year Filed as: ALSTON & BIRD Service code 29 · EIN 58-0137615 | Legal | $48,093 |
USI CONSULTING GROUP2 years Filed as: USI INSURANCE SERVICES LLC Service code 49 · EIN 13-3771734 | Other Services | $39,983 |
MOSS ADAMS LLP4+ years Service code 10 · EIN 91-0189318 | Accounting | $27,195 |
CURCIO WEBB1 year Service code 16 · EIN 36-4171366 | Consulting | $7,609 |
KILPATRICK TOWNSEND4+ years Service code 29 · EIN 58-0511774 | Legal | $2,349 |
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 | $149,862 | $114,842+30.5% | $159,495-6.0% | $101,555+47.6% |
| Participation rate | 98.6% | 71.6%+27.0pp | 82.8%+15.8pp | 74.5%+24.1pp |
| Annual return | 15.80% | 22.90%-7.1pp | 263.72%-247.9pp | 21.00%-5.2pp |
| Employer contribution / active EE | $9,749 | $3,203+204.3% | $4,831+101.8% | $2,972+228.0% |
| Participant deferral / active EE | $10,589 | $6,336+67.1% | $7,354+44.0% | $4,874+117.2% |
| Admin fee / account holder | $56 | $80-30.4% | $10,804-99.5% | $139-59.9% |