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 MELLON2+ years Service code 15 · EIN 13-5160382 500 GRANT ST, BNY MELLON CTR RM625 · PITTSBURGH, PA 15258 | Recordkeeping | $419,294 |
CALLAN ASSOCIATES2+ years Filed as: CALLAN & ASSOCIATES Service code 27 · EIN 94-2192581 101 CALIFORNIA STREET, SUITE 3500 · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $109,830 |
Employer 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 | $381,942,733-100.0% | $14,339-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.0%-17.0pp | 0.0%0pp |
| Annual return | 6.12% | 9.70%-3.6pp | 1.15%+5.0pp | 9.19%-3.1pp |
| Employer contribution / active EE | $2,245 | $15,369-85.4% | $26,339-91.5% | $12,608-82.2% |
| Participant deferral / active EE | $0 | $317-100.0% | $178-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $3,605-100.0% | $2,655,710-100.0% |