Filed July 19, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 101 S TRYON STREET · CHARLOTTE, NC 28280 | Securities Custodian | $40,370 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $14,096,330-100.0% | - | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -0.50% | 1.67%-2.2pp | -1.50%+1.0pp | 1.67%-2.2pp |
| Employer contribution / active EE | $1,066 | $10,506-89.9% | $18,142-94.1% | $10,506-89.9% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $0 | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | - | $66,276-100.0% |