Filed September 12, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA CORPORATION Service code 18 · EIN 94-1687665 | Sub-transfer agency fees; Shareholder... | $28,673 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 | Recordkeeping | $19,063 |
Service code 12 · EIN 13-3689044 | Participant communication; Recordkeep... | $1,865 |
Filed as: MASSMUTUAL RETIREMENT SERVICES Service code 15 · EIN 26-1589907 | Recordkeeping | $1,166 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,924 | $37,134-6.0% | $100,671-65.3% | $52,331-33.3% |
| Participation rate | 63.2% | 57.7%+5.6pp | 70.7%-7.5pp | 68.1%-4.9pp |
| Annual return | 0.08% | 0.10%0pp | 20.43%-20.3pp | 4.54%-4.5pp |
| Employer contribution / active EE | $1,327 | $1,187+11.8% | $4,012-66.9% | $1,882-29.5% |
| Participant deferral / active EE | $1,919 | $2,163-11.3% | $3,144-38.9% | $3,022-36.5% |
| Admin fee / account holder | $14 | $467-97.0% | $4,850-99.7% | $592-97.6% |