Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON WEALTH MANAGEMENT Service code 33 · EIN 13-5160382 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Securities brokerage | $77,073 |
Service code 11 · EIN 11-2301188 211 BROADWAY · LYNBROOK, NY 11563 | Actuarial | $22,620 |
D'ARCANGELO & CO., LLP1 year Service code 10 · EIN 13-2550103 510 HAIGHT AVENUE · POUGHKEEPSIE, NY 12603 | Accounting | $17,500 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $442,730-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 3.6%-3.6pp |
| Annual return | 6.96% | 5.54%+1.4pp | 4.72%+2.2pp | 11.88%-4.9pp |
| Employer contribution / active EE | $0 | $25,709-100.0% | $30,821-100.0% | $14,612-100.0% |
| Participant deferral / active EE | $0 | $2,149-100.0% | $113-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $2,146-100.0% | $637-100.0% |