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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $112,500 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC., Service code 11 · EIN 22-2232264 | Actuarial | $71,535 |
KPMG LLP2 years Service code 10 · EIN 13-5565207 | Accounting | $28,350 |
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $19,301 |
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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 | $105,125-100.0% | $463,922-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.6%-17.6pp | 14.6%-14.6pp |
| Annual return | -7.23% | -3.96%-3.3pp | 60.62%-67.8pp | 10.56%-17.8pp |
| Employer contribution / active EE | $36,031 | $14,274+152.4% | $61,657-41.6% | $13,643+164.1% |
| Participant deferral / active EE | $0 | $0 | $288-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $23-100.0% | $3,354-100.0% |