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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON8 years Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 157 CHURCH STREET 26TH FLOOR · NEW HAVEN, CT 06510 | Investment Management | $99,979 |
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 28 157 CHURCH STREET 26TH FLOOR · NEW HAVEN, CT 06510 | Investment Management | $60 |
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 | $188,519 | $93,598+101.4% | $135,974+38.6% | $75,173+150.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.64% | 30.89%-15.2pp | 68.30%-52.7pp | 160.72%-145.1pp |
| Employer contribution / active EE | $3,696 | $3,538+4.5% | $4,859-23.9% | $2,671+38.4% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $788 | $6,978-88.7% | $10,767-92.7% | $5,651-86.1% |