Filed September 12, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA CORPORATION Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $33,834 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $20,500 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $1,745 |
RELIANCE TRUST COMPANY3+ 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,875 | $63,156-22.6% | $122,332-60.0% | $62,292-21.5% |
| Participation rate | 68.7% | 60.0%+8.6pp | 71.6%-3.0pp | 69.5%-0.9pp |
| Annual return | 19.91% | 20.61%-0.7pp | 30.27%-10.4pp | 28.90%-9.0pp |
| Employer contribution / active EE | $1,503 | $1,385+8.6% | $4,050-62.9% | $2,042-26.4% |
| Participant deferral / active EE | $1,811 | $2,321-22.0% | $3,287-44.9% | $3,169-42.8% |
| Admin fee / account holder | $10 | $440-97.8% | $5,478-99.8% | $479-98.0% |