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 | $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 | $82,979-31.0% | $102,383-44.1% | $77,714-26.3% |
| Participation rate | 96.3% | 71.5%+24.7pp | 74.5%+21.8pp | 70.6%+25.7pp |
| Annual return | 16.77% | 19.11%-2.3pp | 24.94%-8.2pp | 31.26%-14.5pp |
| Employer contribution / active EE | $2,844 | $3,554-20.0% | $3,870-26.5% | $2,727+4.3% |
| Participant deferral / active EE | $8,868 | $4,109+115.8% | $5,060+75.3% | $4,649+90.7% |
| Admin fee / account holder | $190 | $639-70.3% | $8,391-97.7% | $433-56.2% |