Filed April 25, 2019
Total covered: 27 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $476,968 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BNY MELLON ASSET SERVICING Service code 21 · EIN 13-5160382 | Bank Trustee | $131,230 |
MERCER6+ years Service code 16 · EIN 13-2834414 | Consulting | $92,580 |
USI CONSULTING GROUP4 years Filed as: USI INSURANCE SERVICES LLC Service code 49 · EIN 13-3771734 | Other Services | $51,660 |
MOSS ADAMS LLP6+ years Service code 10 · EIN 91-0189318 | Accounting | $36,000 |
ALSTON & BIRD LLP3 years Filed as: ALSTON & BIRD Service code 29 · EIN 58-0137615 | Legal | $29,612 |
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 | $135,455 | $106,994+26.6% | $135,998-0.4% | $96,393+40.5% |
| Participation rate | 98.7% | 72.5%+26.2pp | 81.9%+16.8pp | 71.3%+27.4pp |
| Annual return | 20.12% | 26.64%-6.5pp | 68.37%-48.2pp | 22.88%-2.8pp |
| Employer contribution / active EE | $11,026 | $3,391+225.2% | $4,860+126.9% | $3,239+240.5% |
| Participant deferral / active EE | $11,335 | $7,968+42.3% | $7,761+46.1% | $5,455+107.8% |
| Admin fee / account holder | $52 | $79-34.4% | $10,769-99.5% | $74-29.9% |