Filed April 25, 2019
Total covered: 27 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $164,262 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BNY MELLON ASSET SERVICING Service code 21 · EIN 13-5160382 | Bank Trustee | $45,691 |
MERCER3+ years Service code 16 · EIN 13-2834414 | Consulting | $35,010 |
MOSS ADAMS LLP2 years Service code 10 · EIN 91-0189318 | Accounting | $27,700 |
USI CONSULTING GROUP1 year Filed as: USI INSURANCE SERVICES LLC Service code 49 · EIN 13-3771734 | Other Services | $26,564 |
KILPATRICK TOWNSEND3+ years Service code 29 · EIN 58-0511774 | Legal | $18,914 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,045 | $127,481+94.6% | $149,751+65.6% | $90,274+174.8% |
| Participation rate | 87.3% | 78.2%+9.1pp | 82.5%+4.8pp | 73.4%+14.0pp |
| Annual return | 13.73% | 57.78%-44.1pp | 276.71%-263.0pp | 53.97%-40.2pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $4,646-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $13,149 | $6,975+88.5% | $6,843+92.1% | $4,231+210.8% |
| Admin fee / account holder | $93 | $152-38.5% | $9,312-99.0% | $114-18.3% |