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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $226,366 |
Filed as: JOHN HANCOCK RETIREMENT Service code 15 · EIN 01-0233346 | Recordkeeping | $149,897 |
COLUMBIA4 years Filed as: COLUMBIA MANAGEMENT Service code 27 225 FRANKLIN STREET · BOSTON, MA 02110 | Advisory (Plan) | $92,767 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $220,551-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.7%-0.7pp |
| Annual return | 1.66% | 8.91%-7.3pp | 7.32%-5.7pp | 13.24%-11.6pp |
| Employer contribution / active EE | $6,803 | $13,306-48.9% | $23,426-71.0% | $14,616-53.5% |
| Participant deferral / active EE | $0 | $563-100.0% | $107-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $9,522-100.0% | $4,137-100.0% |