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 MELLON3+ years Service code 15 · EIN 13-5160382 500 GRANT ST, BNY MELLON CTR RM625 · PITTSBURGH, PA 15258 | Recordkeeping | $463,206 |
CALLAN ASSOCIATES3+ years Filed as: CALLAN & ASSOCIATES Service code 27 · EIN 94-2192581 101 CALIFORNIA STREET, SUITE 3500 · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $113,125 |
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 | $0 | $9,655,338-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.4%-7.4pp | 0.0%0pp |
| Annual return | 12.59% | 19.60%-7.0pp | 11.12%+1.5pp | 17.84%-5.3pp |
| Employer contribution / active EE | $15,562 | $16,438-5.3% | $22,651-31.3% | $14,688+6.0% |
| Participant deferral / active EE | $0 | $424-100.0% | $198-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $57,986-100.0% | - |