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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $68,969 |
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 | $66,232 | $46,732+41.7% | $156,551-57.7% | $55,167+20.1% |
| Participation rate | 97.6% | 65.8%+31.8pp | 84.0%+13.6pp | 69.0%+28.6pp |
| Annual return | 6.31% | 17.72%-11.4pp | 32.23%-25.9pp | 169.23%-162.9pp |
| Employer contribution / active EE | $4,468 | $2,105+112.2% | $5,501-18.8% | $1,963+127.7% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $296 | $418-29.3% | $13,028-97.7% | $504-41.3% |