Filed April 25, 2019
Total covered: 27 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $178,450 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON ASSET SERVICING Service code 21 · EIN 13-5160382 | Bank Trustee | $55,848 |
MERCER2+ years Service code 16 · EIN 13-2834414 | Consulting | $28,611 |
KILPATRICK TOWNSEND2+ years Service code 29 · EIN 58-0511774 | Legal | $19,928 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $7,900 |
AON CONSULTING2+ years Filed as: AON RISK SERVICES INC Service code 49 · EIN 95-3252415 200 E RANDOLPH · CHICAGO, IL 60601 | Other Services | $6,015 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $212,353 | $101,523+109.2% | $141,200+50.4% | $77,775+173.0% |
| Participation rate | 86.8% | 77.4%+9.5pp | 82.5%+4.4pp | 73.2%+13.6pp |
| Annual return | 21.15% | 56.22%-35.1pp | 71.41%-50.3pp | 32.58%-11.4pp |
| Employer contribution / active EE | $0 | $3,341-100.0% | $4,736-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $12,248 | $6,434+90.4% | $6,710+82.5% | $3,966+208.8% |
| Admin fee / account holder | $86 | $92-6.6% | $10,265-99.2% | $100-14.5% |