Filed November 8, 2021
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 24 · EIN 56-0906609 | Discretionary Trustee | $93,519 |
THE BENEFIT PRACTICE2+ years Service code 11 · EIN 13-4144565 | Actuarial | $18,120 |
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Participant 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 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | 5.83% | 5.80%0pp | 4.74%+1.1pp | 11.88%-6.0pp |
| Employer contribution / active EE | $13,928 | $15,506-10.2% | $36,089-61.4% | $14,612-4.7% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |