Filed April 25, 2019
Total covered: 27 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $149,052 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BNY MELLON ASSET SERVICING Service code 21 · EIN 13-5160382 | Bank Trustee | $38,063 |
MOSS ADAMS LLP3 years Service code 10 · EIN 91-0189318 | Accounting | $24,885 |
MERCER4+ years Service code 16 · EIN 13-2834414 | Consulting | $23,619 |
USI CONSULTING GROUP2 years Filed as: USI INSURANCE SERVICES LLC Service code 49 · EIN 13-3771734 | Other Services | $23,126 |
ALSTON & BIRD LLP1 year Filed as: ALSTON & BIRD Service code 29 · EIN 58-0137615 | Legal | $15,196 |
CURCIO WEBB1 year Service code 16 · EIN 36-4171366 | Consulting | $2,491 |
KILPATRICK TOWNSEND4+ years Service code 29 · EIN 58-0511774 | Legal | $784 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $288,157 | $120,450+139.2% | $159,495+80.7% | $93,010+209.8% |
| Participation rate | 87.5% | 78.0%+9.5pp | 82.8%+4.6pp | 73.9%+13.6pp |
| Annual return | 13.86% | 27.11%-13.2pp | 263.72%-249.9pp | 158.70%-144.8pp |
| Employer contribution / active EE | $0 | $3,526-100.0% | $4,831-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $14,075 | $7,283+93.3% | $7,354+91.4% | $4,561+208.6% |
| Admin fee / account holder | $84 | $137-38.4% | $10,804-99.2% | $152-44.4% |