Filed July 19, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 101 S TRYON STREET · CHARLOTTE, NC 28280 | Securities Custodian | $37,334 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $16,905-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 0.0%0pp |
| Annual return | 8.06% | 9.19%-1.1pp | 2.70%+5.4pp | 9.19%-1.1pp |
| Employer contribution / active EE | $1,758 | $12,608-86.1% | $23,479-92.5% | $12,608-86.1% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $1,103-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $724-100.0% | $2,655,710-100.0% |