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| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK2 years Service code 27 · EIN 13-3806691 | Advisory (Plan) | $760,762 |
FID INV INST OPS CO6+ years Service code 11 · EIN 04-2647786 | Actuarial | $470,528 |
THE BANK OF NEW YORK MELLON2 years Service code 15 · EIN 13-5160382 | Recordkeeping | $91,832 |
ATHERTON & ASSOCIATES LLP6+ years Service code 10 · EIN 94-1239084 | Accounting | $33,500 |
ABS DIRECT, INC.5 years Service code 49 · EIN 42-1607729 | Other Services | $7,027 |
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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 | $0 | $411,083-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.8%-30.8pp | 0.0%0pp |
| Annual return | 20.10% | 12.86%+7.2pp | 5.50%+14.6pp | 12.86%+7.2pp |
| Employer contribution / active EE | $5,356 | $13,687-60.9% | $28,518-81.2% | $13,687-60.9% |
| Participant deferral / active EE | $0 | $833-100.0% | $818-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $7,663-100.0% | - |