Filed September 30, 2022
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON7 years Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687655 | Investment Management | $68,580 |
Filed as: ANGELL PENSION GROUP Service code 49 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Other Services | $32,305 |
BENEFIT TRUST COMPANY9 years Service code 21 · EIN 43-1971558 | Bank Trustee | $11,214 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,975 | $108,549-7.0% | $156,263-35.4% | $85,563+18.0% |
| Participation rate | 80.8% | 77.1%+3.7pp | 78.9%+1.9pp | 66.0%+14.9pp |
| Annual return | 16.51% | 21.79%-5.3pp | 59.47%-43.0pp | 31.51%-15.0pp |
| Employer contribution / active EE | $2,895 | $2,690+7.6% | $4,333-33.2% | $2,654+9.1% |
| Participant deferral / active EE | $7,486 | $4,800+55.9% | $6,158+21.6% | $4,375+71.1% |
| Admin fee / account holder | $262 | $650-59.7% | $14,255-98.2% | $834-68.6% |