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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 25 · EIN 94-1687665 | Directed Trustee | $1,139,650 |
FID INV INST OPS CO3+ years Service code 11 · EIN 04-2647786 | Actuarial | $428,648 |
ATHERTON & ASSOCIATES LLP3+ years Service code 10 · EIN 94-1239084 | Accounting | $32,000 |
ABS DIRECT, INC.2 years Service code 49 · EIN 42-1607729 | Other Services | $5,840 |
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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 | $0 | $105,260-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.7%-21.7pp | 0.0%0pp |
| Annual return | 17.45% | 17.84%-0.4pp | 9.21%+8.2pp | 17.84%-0.4pp |
| Employer contribution / active EE | $5,085 | $14,688-65.4% | $35,088-85.5% | $14,688-65.4% |
| Participant deferral / active EE | $0 | $770-100.0% | $163-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $4,019-100.0% | - |