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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON6 years Filed as: BANK OF AMERICA, N.A. Service code 28 · EIN 94-1687665 | Investment Management | $178,545 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,655-100.0% | - | $49,655-100.0% |
| Participation rate | 0.0% | 18.6%-18.6pp | 0.0%0pp | 18.6%-18.6pp |
| Annual return | 11.02% | 9.77%+1.3pp | 19.25%-8.2pp | 9.77%+1.3pp |
| Employer contribution / active EE | $0 | $13,890-100.0% | $28,682-100.0% | $13,890-100.0% |
| Participant deferral / active EE | $0 | $102-100.0% | $55-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | - | $2,893-100.0% |