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 MELLON4+ years Service code 15 · EIN 13-5160382 500 GRANT ST, BNY MELLON CTR RM625 · PITTSBURGH, PA 15258 | Recordkeeping | $455,160 |
CALLAN ASSOCIATES4+ years Filed as: CALLAN & ASSOCIATES Service code 27 · EIN 94-2192581 101 CALIFORNIA STREET, SUITE 3500 · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $120,735 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,578,776-100.0% | $221,583-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 0.0%0pp |
| Annual return | -6.23% | -5.10%-1.1pp | -6.55%+0.3pp | 33.37%-39.6pp |
| Employer contribution / active EE | $0 | $17,560-100.0% | $21,653-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $304-100.0% | $160-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,920-100.0% | $99,113-100.0% |