Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF AMERICA Service code 25 · EIN 94-1687665 | Directed Trustee | $8,229 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $101,802-100.0% | $101,802-100.0% | $287,034-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 7.1%-7.1pp | 55.9%-55.9pp |
| Annual return | 11.68% | 7.69%+4.0pp | 9.51%+2.2pp | 24.44%-12.8pp |
| Employer contribution / active EE | $4,204 | $34,561-87.8% | $23,377-82.0% | $41,341-89.8% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $769-100.0% | $769-100.0% | $22,013-100.0% |