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 MELLON6+ years Service code 15 · EIN 13-5160382 500 GRANT ST, BNY MELLON CTR RM625 · PITTSBURGH, PA 15258 | Recordkeeping | $315,879 |
AON CONSULTING2 years Filed as: AON BENFIELD Service code 27 · EIN 36-4212192 ONE SEAPORT, 199 WATER ST, 7TH FLOO · NEW YORK, NY 10038 | Advisory (Plan) | $130,900 |
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 | $0 | $733,756-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 0.0%0pp |
| Annual return | 20.96% | 19.50%+1.5pp | 8.35%+12.6pp | 12.86%+8.1pp |
| Employer contribution / active EE | $0 | $27,684-100.0% | $27,010-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $327-100.0% | $180-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $19,421-100.0% | - |