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 MELLON2+ years Filed as: BANK OF AMERICA Service code 25 · EIN 93-1687665 | Directed Trustee | $0 |
Filed as: STOUT RISUIS 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 | $56,544-100.0% | $75,501-100.0% | $70,126-100.0% |
| Participation rate | 0.0% | 68.1%-68.1pp | 72.4%-72.4pp | 69.5%-69.5pp |
| Annual return | -47.40% | 23.59%-71.0pp | 27.35%-74.7pp | 73.15%-120.5pp |
| Employer contribution / active EE | $21,260 | $1,817+1070.4% | $2,352+804.0% | $2,343+807.6% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,827-100.0% | $5,801-100.0% | $4,645-100.0% |