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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 25 · EIN 94-1687665 | Directed Trustee | $738,359 |
RUSSELL TRUST COMPANY1+ years Filed as: RUSSELL INVESTMENT GROUP Service code 25 · EIN 91-1116938 | Directed Trustee | $559,158 |
FID INV INST OPS CO1+ years Service code 11 · EIN 04-2647786 | Actuarial | $463,541 |
ATHERTON & ASSOCIATES LLP1+ years Service code 10 · EIN 94-1239084 | Accounting | $32,000 |
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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 | $14,096,330-100.0% | $205,401-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.6%-17.6pp | 0.0%0pp |
| Annual return | -1.30% | 1.67%-3.0pp | 0.02%-1.3pp | 1.67%-3.0pp |
| Employer contribution / active EE | $8,587 | $10,506-18.3% | $45,513-81.1% | $10,506-18.3% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $109-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $4,705-100.0% | $66,276-100.0% |