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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1+ years Filed as: FID INV INSTL OPS CO Service code 11 · EIN 04-2647786 | Actuarial | $670,779 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $229,889 |
GRANT THORNTON LLP1+ years Filed as: GRANT THORNTON Service code 10 · EIN 03-6605555 | Accounting | $42,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $1,964,387-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.3%-14.3pp | 0.6%-0.6pp |
| Annual return | 10.85% | 7.54%+3.3pp | 21681.50%-21670.7pp | 11.45%-0.6pp |
| Employer contribution / active EE | $11,953 | $16,158-26.0% | $87,430-86.3% | $17,219-30.6% |
| Participant deferral / active EE | $0 | $79-100.0% | $70-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $3,693-100.0% | $15,480-100.0% |