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 28 · EIN 94-1687665 | Investment Management | $80,130 |
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 52 | Indirect Investment Fees | $48,472 |
Filed as: FULLER & THALER SMALL CAP VALUE Service code 28 BANK OF AMERICA MERRILL LYNCH · NEW HAVEN, CT 06510 | Investment Management | $1,571 |
Filed as: BANK OF AMERICAN MERRILL LYNCH Service code 52 | Indirect Investment Fees | $726 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $160,596 | $85,766+87.2% | $136,298+17.8% | $70,126+129.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.03% | 31.46%-15.4pp | 5156.27%-5140.2pp | 73.15%-57.1pp |
| Employer contribution / active EE | $3,726 | $2,966+25.6% | $4,696-20.6% | $2,343+59.1% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $633 | $5,421-88.3% | $9,244-93.1% | $4,645-86.4% |