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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON6 years Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 | Investment Management | $112,362 |
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 52 | Indirect Investment Fees | $94,085 |
MISCELLANEOUS2 years Service code 28 BANK OF AMERICA MERRILL LYNCH · NEW HAVEN, CT 06510 | Investment Management | $40 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,913 | $105,200+89.1% | $159,474+24.7% | $85,847+131.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.70% | 45.08%-29.4pp | 263.68%-248.0pp | 318.61%-302.9pp |
| Employer contribution / active EE | $3,041 | $3,319-8.4% | $4,831-37.0% | $2,565+18.5% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $809 | $6,934-88.3% | $10,802-92.5% | $6,261-87.1% |