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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO5+ years Service code 11 · EIN 04-2647786 | Actuarial | $660,852 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF AMERICA Service code 25 · EIN 94-1687665 | Directed Trustee | $475,973 |
BLACKROCK1 year Service code 27 · EIN 13-3806691 | Advisory (Plan) | $282,111 |
Service code 15 · EIN 13-5160382 | Recordkeeping | $49,536 |
ATHERTON & ASSOCIATES LLP5+ years Service code 10 · EIN 94-1239084 | Accounting | $33,500 |
ABS DIRECT, INC.4 years Service code 49 · EIN 42-1607729 | Other Services | $20,566 |
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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 | $341,093,897-100.0% | $189,344-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.4%-30.4pp | 0.0%0pp |
| Annual return | 28.14% | 21.83%+6.3pp | 11.02%+17.1pp | 21.83%+6.3pp |
| Employer contribution / active EE | $5,162 | $12,237-57.8% | $33,824-84.7% | $12,237-57.8% |
| Participant deferral / active EE | $0 | $987-100.0% | $418-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $4,088-100.0% | $1,551,325-100.0% |