Filed July 28, 2005
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 Service code 27 · EIN 13-5674085 | Advisory (Plan) | $109,344 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 15 · EIN 13-3689044 | Recordkeeping | $77,655 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,303 | $58,911+56.7% | $129,384-28.7% | $77,736+18.7% |
| Participation rate | 74.6% | 59.4%+15.2pp | 69.6%+5.0pp | 70.6%+4.0pp |
| Annual return | 15.78% | 24.75%-9.0pp | 9461.77%-9446.0pp | 31.26%-15.5pp |
| Employer contribution / active EE | $1,714 | $1,955-12.3% | $4,153-58.7% | $2,728-37.2% |
| Participant deferral / active EE | $6,108 | $3,220+89.7% | $4,166+46.6% | $4,651+31.3% |
| Admin fee / account holder | $167 | $592-71.8% | $7,686-97.8% | $433-61.5% |