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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF AMERICA Service code 25 · EIN 94-1687665 | Directed Trustee | $9,024 |
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Employer contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $34,827-100.0% | $2,066,441-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 7.0%-7.0pp | 43.0%-43.0pp |
| Annual return | 12.50% | 8.77%+3.7pp | 10.57%+1.9pp | 259.14%-246.6pp |
| Employer contribution / active EE | $4,097 | $30,532-86.6% | $18,335-77.7% | $41,471-90.1% |
| Participant deferral / active EE | $0 | $0 | $5-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $246-100.0% | $8,713-100.0% | $21,546-100.0% |