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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 26 · EIN 94-1687665 | Advisory (Participants) | $9,945 |
KORN FERRY HAY GROUP2 years Service code 11 1650 ARCH ST, SUITE 2300 · PHILADELPHIA, PA 191032029 | Actuarial | $6,957 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $36,166-100.0% | $107,664-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 6.7%-6.7pp | 10.0%-10.0pp | 11.3%-11.3pp |
| Annual return | 12.03% | 10.39%+1.6pp | 337.46%-325.4pp | 10.41%+1.6pp |
| Employer contribution / active EE | $4,280 | $10,969-61.0% | $20,191-78.8% | $14,691-70.9% |
| Participant deferral / active EE | $0 | $108-100.0% | $30-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $439-100.0% | $1,663-100.0% | $2,646-100.0% |