| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY MANAGEMENT TRUST CO Service code 15 · EIN 04-3275867 | Recordkeeping | $947,042 |
THE BANK OF NEW YORK MELLON4+ years Service code 17 · EIN 13-5160382 | Pension Consulting | $86,021 |
MERCER4+ years Filed as: MERCER HUMAN RESOURCES CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $48,202 |
MOSS ADAMS LLP4+ years Service code 10 · EIN 91-0189318 | Accounting | $19,000 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,370,408-100.0% | $204,001-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 1.2%-1.2pp |
| Annual return | 6.49% | 21.31%-14.8pp | -100.31%+106.8pp | 53.27%-46.8pp |
| Employer contribution / active EE | $12,675 | $7,169+76.8% | $18,686-32.2% | $14,774-14.2% |
| Participant deferral / active EE | $0 | $116-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $1,604-100.0% | $13,289-100.0% |