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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $163,695 |
Filed as: JOHN HANCOCK RETIREMENT Service code 15 · EIN 01-0233346 | Recordkeeping | $150,103 |
COLUMBIA7 years Filed as: COLUMBIA MANAGEMENT Service code 27 225 FRANKLIN STREET · BOSTON, MA 02110 | Advisory (Plan) | $78,715 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $106,128-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 2.1%-2.1pp |
| Annual return | 4.15% | 9.45%-5.3pp | 5.04%-0.9pp | 7.65%-3.5pp |
| Employer contribution / active EE | $12,581 | $14,895-15.5% | $26,454-52.4% | $20,582-38.9% |
| Participant deferral / active EE | $0 | $632-100.0% | $78-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $16,625-100.0% | $193-100.0% |