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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 28 · EIN 22-2342989 | Investment Management | $10,645 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,757-100.0% | $42,250-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 18.8%-18.8pp | 11.3%-11.3pp |
| Annual return | 15.02% | 7.74%+7.3pp | 7.25%+7.8pp | 10.41%+4.6pp |
| Employer contribution / active EE | $350 | $8,358-95.8% | $33,137-98.9% | $14,691-97.6% |
| Participant deferral / active EE | $0 | $0 | $13-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $159-100.0% | $2,646-100.0% |