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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $127,687 |
THE BANK OF NEW YORK MELLON4 years Filed as: BANK OF AMERICA NA Service code 27 · EIN 13-5674085 | Advisory (Plan) | $59,602 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,256 | $83,023-31.0% | $102,437-44.1% | $77,762-26.4% |
| Participation rate | 96.3% | 71.5%+24.7pp | 74.5%+21.8pp | 70.6%+25.7pp |
| Annual return | 16.77% | 19.12%-2.3pp | 24.95%-8.2pp | 31.27%-14.5pp |
| Employer contribution / active EE | $2,844 | $3,552-19.9% | $3,871-26.5% | $2,728+4.3% |
| Participant deferral / active EE | $8,868 | $4,110+115.8% | $5,060+75.2% | $4,651+90.7% |
| Admin fee / account holder | $190 | $639-70.3% | $8,388-97.7% | $433-56.1% |