Filed April 25, 2019
Total covered: 27 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $134,955 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BNY MELLON ASSET SERVICING Service code 21 · EIN 13-5160382 | Bank Trustee | $47,934 |
MOSS ADAMS LLP4 years Service code 10 · EIN 91-0189318 | Accounting | $28,000 |
MERCER5+ years Service code 16 · EIN 13-2834414 | Consulting | $26,068 |
USI CONSULTING GROUP3 years Filed as: USI INSURANCE SERVICES LLC Service code 49 · EIN 13-3771734 | Other Services | $25,759 |
ALSTON & BIRD LLP2 years Filed as: ALSTON & BIRD Service code 29 · EIN 58-0137615 | Legal | $10,781 |
MULTNOMAH GROUP1 year Filed as: MULTNOMAH GROUP, INC Service code 16 · EIN 20-0361079 | Consulting | $913 |
Employer contribution per participant 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 | $251,000 | $95,388+163.1% | $125,401+100.2% | $77,906+222.2% |
| Participation rate | 88.0% | 78.6%+9.3pp | 82.4%+5.6pp | 73.7%+14.3pp |
| Annual return | -14.96% | 116.19%-131.2pp | 572.53%-587.5pp | 12.16%-27.1pp |
| Employer contribution / active EE | $0 | $3,666-100.0% | $4,816-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $14,850 | $7,711+92.6% | $7,448+99.4% | $4,805+209.0% |
| Admin fee / account holder | $90 | $119-24.4% | $10,008-99.1% | $133-32.2% |