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.
| 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% | $70,589+28.0% | $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 | 32.80%-15.1pp | 22.88%-5.2pp |
| Employer contribution / active EE | $0 | $4,602-100.0% | $2,977-100.0% | $3,239-100.0% |
| Participant deferral / active EE | $2,092 | $4,604-54.6% | $4,569-54.2% | $5,455-61.6% |
| Admin fee / account holder | $53 | $95-44.1% | $6,430-99.2% | $74-28.4% |