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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON4 years Filed as: BNY MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $43,333 |
AON CONSULTING5+ years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $18,413 |
SISTERSON & CO. LLP5+ years Filed as: SISTERSON & CO LLP Service code 10 · EIN 25-1467156 | Accounting | $4,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $212,469-100.0% | $477,209-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 29.4%-29.4pp | 10.2%-10.2pp | 43.0%-43.0pp |
| Annual return | -7.03% | -14.68%+7.6pp | -2.84%-4.2pp | 259.14%-266.2pp |
| Employer contribution / active EE | $0 | $47,728-100.0% | $33,329-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $1-100.0% | $51-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,190-100.0% | $2,475-100.0% | $21,546-100.0% |