Filed June 7, 2022
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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $35,440 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 14 · EIN 95-1687665 | Plan Administrator | $7,420 |
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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 | $14,823-100.0% | $220,551-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 2.5%-2.5pp | 8.7%-8.7pp | 8.4%-8.4pp |
| Annual return | 26.51% | 11.70%+14.8pp | 7.32%+19.2pp | 18.35%+8.2pp |
| Employer contribution / active EE | $7,191 | $9,106-21.0% | $23,426-69.3% | $14,669-51.0% |
| Participant deferral / active EE | $0 | $39-100.0% | $107-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $205-100.0% | $9,522-100.0% | $9,141-100.0% |