Filed September 30, 2022
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON4 years Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 | Investment Management | $65,281 |
Filed as: ANGELL PENSION GROUP Service code 49 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Other Services | $20,746 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,357 | $71,142+1.7% | $119,609-39.5% | $64,808+11.6% |
| Participation rate | 84.1% | 78.6%+5.5pp | 79.3%+4.8pp | 71.5%+12.6pp |
| Annual return | -18.89% | -10.01%-8.9pp | -14.97%-3.9pp | 32.82%-51.7pp |
| Employer contribution / active EE | $4,311 | $2,497+72.6% | $4,232+1.9% | $2,506+72.0% |
| Participant deferral / active EE | $7,134 | $4,490+58.9% | $5,602+27.4% | $4,310+65.5% |
| Admin fee / account holder | $239 | $162+47.4% | $10,323-97.7% | $188+27.2% |