Filed March 10, 2005 (most recent of 3 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $950,925 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA RETIREMENT SERVICES Service code 14 · EIN 56-0906609 | Plan Administrator | $194,813 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA PERSONNEL CENTER Service code 14 · EIN 56-0906609 | Plan Administrator | $145,624 |
MORRIS DAVIS CHAN & TAN LLP2+ years Service code 10 · EIN 94-2214860 | Accounting | $101,200 |
BELLWETHER CONSULTING LLC2+ years Filed as: BELLWETHER CONSULTING Service code 27 · EIN 22-3784192 | Advisory (Plan) | $75,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $274,495 | $329,111-16.6% | $108,745+152.4% | $329,111-16.6% |
| Participation rate | 98.7% | 67.9%+30.8pp | 77.7%+21.0pp | 67.9%+30.8pp |
| Annual return | 11.69% | 16.35%-4.7pp | 46.22%-34.5pp | 16.35%-4.7pp |
| Employer contribution / active EE | $11,360 | $2,303+393.2% | $3,323+241.8% | $2,303+393.2% |
| Participant deferral / active EE | $12,727 | $3,682+245.7% | $5,121+148.5% | $3,682+245.7% |
| Admin fee / account holder | $40 | $754-94.6% | $6,144-99.3% | $754-94.6% |