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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF AMERICA Service code 26 · EIN 94-1687665 | Advisory (Participants) | $1,763 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $116,914-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 11.0%-11.0pp |
| Annual return | 9.38% | 6.95%+2.4pp | 8.92%+0.5pp | 8.21%+1.2pp |
| Employer contribution / active EE | $3,820 | $9,078-57.9% | $24,457-84.4% | $13,841-72.4% |
| Participant deferral / active EE | $0 | $7-100.0% | $14-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $692-100.0% | $1,652-100.0% |