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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 135 S. LA SALLE STREET · CHICAGO, IL 60603 | Bank Trustee | $32,584 |
AON CONSULTING3+ years Service code 11 · EIN 22-2232264 100 NORTH MAIN STREET · WINSTON-SALEM, NC 27101 | Actuarial | $20,380 |
LBMC, PC3+ years Service code 10 · EIN 63-1199757 2095 LAKESIDE CENTRE WAY · KNOXVILLE, TN 37922 | Accounting | $8,900 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $54,597-100.0% | $344,859-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 36.4%-36.4pp | 23.5%-23.5pp | 44.4%-44.4pp |
| Annual return | -14.12% | -8.23%-5.9pp | -8.04%-6.1pp | -14.65%+0.5pp |
| Employer contribution / active EE | $37,946 | $39,719-4.5% | $29,691+27.8% | $46,321-18.1% |
| Participant deferral / active EE | $0 | $8-100.0% | $13-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $388-100.0% | $388-100.0% | $14,582-100.0% |