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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA Service code 25 · EIN 94-1687665 | Directed Trustee | $1,237,788 |
FID INV INST OPS CO4+ years Service code 11 · EIN 04-2647786 | Actuarial | $444,000 |
ATHERTON & ASSOCIATES LLP4+ years Service code 10 · EIN 94-1239084 | Accounting | $33,500 |
ABS DIRECT, INC.3 years Service code 49 · EIN 42-1607729 | Other Services | $9,308 |
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Annual investment return 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 | $21,578,776-100.0% | $148,425-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.1%-35.1pp | 0.0%0pp |
| Annual return | -9.69% | 33.37%-43.1pp | 38.14%-47.8pp | 33.37%-43.1pp |
| Employer contribution / active EE | $5,219 | $11,253-53.6% | $34,245-84.8% | $11,253-53.6% |
| Participant deferral / active EE | $0 | $819-100.0% | $185-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $10,234-100.0% | $99,113-100.0% |