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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 21 · EIN 20-2992098 | Bank Trustee | $6,612 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,017 | $47,944-16.5% | $67,834-41.0% | $62,881-36.4% |
| Participation rate | 79.8% | 61.1%+18.7pp | 68.8%+11.0pp | 69.3%+10.5pp |
| Annual return | 49.49% | 11.77%+37.7pp | 138.47%-89.0pp | 20.14%+29.3pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $64 | $3,712-98.3% | $4,622-98.6% | $4,296-98.5% |