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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $29,266 |
THE BANK OF NEW YORK MELLON3 years Filed as: BANK OF AMERICA NA Service code 27 · EIN 13-5674085 | Advisory (Plan) | $25,192 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,754 | $54,674-9.0% | $76,089-34.6% | $74,429-33.2% |
| Participation rate | 91.3% | 60.3%+31.0pp | 69.1%+22.2pp | 67.2%+24.1pp |
| Annual return | 20.09% | 31.89%-11.8pp | 360.94%-340.9pp | 1368.38%-1348.3pp |
| Employer contribution / active EE | $1,910 | $1,781+7.3% | $2,690-29.0% | $2,625-27.2% |
| Participant deferral / active EE | $4,549 | $3,071+48.1% | $4,259+6.8% | $4,348+4.6% |
| Admin fee / account holder | $249 | $2,238-88.9% | $6,418-96.1% | $1,944-87.2% |