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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $25,992 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF AMERICA NA Service code 16 · EIN 13-5674085 | Consulting | $19,148 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 16 · EIN 13-2808480 | Consulting | $18,086 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,488 | $71,523+51.7% | $98,461+10.2% | $71,511+51.7% |
| Participation rate | 80.5% | 72.7%+7.8pp | 75.2%+5.3pp | 67.9%+12.5pp |
| Annual return | 16.78% | 32.43%-15.6pp | 21.17%-4.4pp | 28.86%-12.1pp |
| Employer contribution / active EE | $4,065 | $2,399+69.4% | $3,049+33.3% | $2,589+57.0% |
| Participant deferral / active EE | $7,021 | $4,109+70.9% | $4,738+48.2% | $4,291+63.6% |
| Admin fee / account holder | $253 | $1,676-84.9% | $8,961-97.2% | $1,588-84.1% |