Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF AMERICA NA Service code 27 · EIN 13-5674085 | Advisory (Plan) | $70,859 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $49,817 |
BGHN ASSOCIATES, P.C.2 years Filed as: BGHN Service code 10 · EIN 42-1508032 | Accounting | $10,000 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 20-1409613 | Advisory (Plan) | $9,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,183 | $78,607+77.1% | $105,624+31.8% | $74,478+86.9% |
| Participation rate | 98.2% | 72.8%+25.4pp | 75.3%+22.9pp | 67.2%+30.9pp |
| Annual return | 11.39% | 15.96%-4.6pp | 116.20%-104.8pp | 1370.56%-1359.2pp |
| Employer contribution / active EE | $7,015 | $2,523+178.0% | $3,168+121.5% | $2,626+167.1% |
| Participant deferral / active EE | $6,635 | $4,325+53.4% | $5,013+32.4% | $4,350+52.5% |
| Admin fee / account holder | $609 | $2,220-72.5% | $10,961-94.4% | $1,946-68.7% |