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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON9 years Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 157 CHURCH STREET 26TH FLOOR · NEW HAVEN, CT 06510 | Investment Management | $95,589 |
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 28 157 CHURCH ST. 26TH FL. · NEW HAVEN, CT 06510 | Investment Management | $0 |
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 | $222,813 | $102,429+117.5% | $147,096+51.5% | $80,925+175.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.31% | 135.02%-120.7pp | 419.75%-405.4pp | 35.65%-21.3pp |
| Employer contribution / active EE | $4,906 | $3,716+32.0% | $4,936-0.6% | $2,756+78.0% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $784 | $7,957-90.2% | $13,005-94.0% | $6,940-88.7% |