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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 157 CHURCH STREET 26TH FLOOR · NEW HAVEN, CT 06510 | Investment Management | $56,406 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: BANK OF AMERICA MERRILL LYNCH Service code 28 157 CHURCH ST. 26TH FL. · NEW HAVEN, CT 06510 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $159,602-100.0% | $150,045-100.0% | $142,382-100.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.3%-82.3pp | 80.1%-80.1pp |
| Annual return | -82.10% | 70.24%-152.3pp | 62.55%-144.7pp | 217.08%-299.2pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $8,310-100.0% | $7,997-100.0% | $6,507-100.0% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |