Filed March 3, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Service code 15 · EIN 13-5160382 500 GRANT ST, BNY MELLON CTR RM625 · PITTSBURGH, PA 15258 | Recordkeeping | $393,863 |
CALLAN ASSOCIATES1+ years Filed as: CALLAN & ASSOCIATES Service code 27 · EIN 94-2192581 101 CALIFORNIA STREET, SUITE 3500 · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $106,632 |
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 | $14,096,330-100.0% | $10,105-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.1%-11.1pp | 0.0%0pp |
| Annual return | -2.69% | -3.37%+0.7pp | 16.23%-18.9pp | 1.67%-4.4pp |
| Employer contribution / active EE | $27,289 | $15,879+71.9% | $17,605+55.0% | $10,506+159.7% |
| Participant deferral / active EE | $0 | $1,137-100.0% | $237-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $11-100.0% | $66,276-100.0% |