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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $33,249 |
THE BANK OF NEW YORK MELLON4 years Filed as: BANK OF AMERICA NA Service code 27 · EIN 13-5674085 | Advisory (Plan) | $28,074 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,940 | $55,932+5.4% | $76,735-23.2% | $67,986-13.3% |
| Participation rate | 91.8% | 50.8%+41.0pp | 69.5%+22.3pp | 57.2%+34.6pp |
| Annual return | 18.21% | 23.10%-4.9pp | 29.77%-11.6pp | 31.67%-13.5pp |
| Employer contribution / active EE | $2,325 | $1,487+56.4% | $2,454-5.2% | $2,019+15.2% |
| Participant deferral / active EE | $5,706 | $2,558+123.0% | $4,088+39.6% | $3,358+69.9% |
| Admin fee / account holder | $281 | $4,907-94.3% | $7,189-96.1% | $3,203-91.2% |