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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 25 · EIN 94-1687665 | Directed Trustee | $1,063,373 |
FID INV INST OPS CO2+ years Service code 11 · EIN 04-2647786 | Actuarial | $370,601 |
ATHERTON & ASSOCIATES LLP2+ years Service code 10 · EIN 94-1239084 | Accounting | $32,000 |
ABS DIRECT, INC.1 year Service code 49 · EIN 42-1607729 | Other Services | $6,723 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $381,942,733-100.0% | $202,986-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 26.9%-26.9pp | 0.0%0pp |
| Annual return | 8.86% | 9.19%-0.3pp | 2.04%+6.8pp | 9.19%-0.3pp |
| Employer contribution / active EE | $2,825 | $12,608-77.6% | $57,418-95.1% | $12,608-77.6% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $123-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $255,353-100.0% | $2,655,710-100.0% |