Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $106,940 |
THE BANK OF NEW YORK MELLON3 years Filed as: BANK OF AMERICA NA Service code 27 · EIN 13-5674085 | Advisory (Plan) | $53,196 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,044 | $93,010-48.3% | $96,515-50.2% | $74,460-35.5% |
| Participation rate | 94.4% | 71.6%+22.9pp | 74.3%+20.1pp | 70.7%+23.7pp |
| Annual return | 20.35% | 37.50%-17.1pp | 35.73%-15.4pp | 34.38%-14.0pp |
| Employer contribution / active EE | $2,793 | $3,427-18.5% | $3,740-25.3% | $2,638+5.9% |
| Participant deferral / active EE | $8,499 | $3,971+114.0% | $4,880+74.2% | $4,530+87.6% |
| Admin fee / account holder | $171 | $633-73.1% | $6,735-97.5% | $348-51.0% |