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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF AMERICA Service code 18 · EIN 56-0906609 | Investment management; Account mainte... | $11,644 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,571 | $104,479+85.3% | $159,474+21.4% | $79,391+143.8% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 17.04% | 67.98%-50.9pp | 263.68%-246.6pp | 116.88%-99.8pp |
| Employer contribution / active EE | $20,368 | $3,417+496.1% | $4,831+321.6% | $2,428+739.0% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,353-100.0% | $4,046-100.0% |
| Admin fee / account holder | $35 | $711-95.1% | $10,802-99.7% | $627-94.4% |