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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $819,982 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA RETIREMENT SERVICES Service code 14 · EIN 56-0906609 | Plan Administrator | $199,198 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA PERSONNEL CENTER Service code 14 · EIN 56-0906609 | Plan Administrator | $116,110 |
MORRIS DAVIS CHAN & TAN LLP3+ years Service code 10 · EIN 94-2214860 | Accounting | $101,200 |
K&L GATES1 year Filed as: K & L GATES Service code 29 · EIN 25-0921018 | Legal | $23,509 |
Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $6,210 |
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 | $339,574 | $80,976+319.3% | $115,752+193.4% | $80,976+319.3% |
| Participation rate | 99.2% | 68.3%+31.0pp | 77.8%+21.4pp | 68.3%+31.0pp |
| Annual return | 19.02% | 22.91%-3.9pp | 19.41%-0.4pp | 22.91%-3.9pp |
| Employer contribution / active EE | $12,061 | $2,402+402.0% | $3,492+245.4% | $2,402+402.0% |
| Participant deferral / active EE | $13,588 | $3,848+253.1% | $5,204+161.1% | $3,848+253.1% |
| Admin fee / account holder | $43 | $67-36.2% | $6,278-99.3% | $67-36.2% |