Filed December 16, 2016 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRIAC2 years Service code 14 · EIN 06-1050034 | Plan Administrator | $5,648,394 |
THE BANK OF NEW YORK MELLON3 years Filed as: MELLON INVESTMENTS Service code 28 · EIN 25-1442864 | Investment Management | $2,138,070 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $624,171 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 27 · EIN 36-3297908 | Advisory (Plan) | $287,287 |
Filed as: QDRO BENEFITS FIRM, SUSAN L. DUBROF Service code 29 · EIN 84-2015520 | Legal | $202,981 |
ALAN BILLER & ASSOCIATES9+ years Filed as: ALAN D. BILLER & ASSOCIATES Service code 27 · EIN 94-2854958 | Advisory (Plan) | $115,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,369 | $119,999-24.7% | $70,565+28.1% | $96,393-6.2% |
| Participation rate | 36.2% | 66.2%-30.0pp | 68.4%-32.1pp | 71.3%-35.0pp |
| Annual return | 17.71% | 20.36%-2.7pp | 32.79%-15.1pp | 22.88%-5.2pp |
| Employer contribution / active EE | $0 | $4,602-100.0% | $2,976-100.0% | $3,239-100.0% |
| Participant deferral / active EE | $2,092 | $4,604-54.6% | $4,568-54.2% | $5,455-61.6% |
| Admin fee / account holder | $53 | $95-44.1% | $6,430-99.2% | $74-28.4% |