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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 25 · EIN 93-1687665 | Directed Trustee | $0 |
STOUT, CAUSEY & HORNING, P.A.1+ years Filed as: STOUT RISUIS ROSS Service code 28 · EIN 38-3003685 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,072-100.0% | $69,779-100.0% | $55,167-100.0% |
| Participation rate | 0.0% | 67.5%-67.5pp | 71.8%-71.8pp | 69.0%-69.0pp |
| Annual return | -19.01% | 8.68%-27.7pp | 12.99%-32.0pp | 169.23%-188.2pp |
| Employer contribution / active EE | $20,416 | $1,500+1261.1% | $2,338+773.1% | $1,963+940.3% |
| Participant deferral / active EE | $0 | $2,344-100.0% | $2,931-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $428-100.0% | $4,381-100.0% | $504-100.0% |