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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $233,100 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $150,103 |
COLUMBIA3 years Filed as: COLUMBIA MANAGEMENT Service code 27 225 FRANKLIN STREET · BOSTON, MA 02110 | Advisory (Plan) | $98,776 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 9.30% | 13.15%-3.8pp | -2.84%+12.1pp | 11.45%-2.2pp |
| Employer contribution / active EE | $6,116 | $23,714-74.2% | $33,329-81.6% | $17,219-64.5% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |