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 | $776,781 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA RETIREMENT SERVICES Service code 14 · EIN 56-0906609 | Plan Administrator | $216,527 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA PERSONNEL CENTER Service code 14 · EIN 56-0906609 | Plan Administrator | $106,285 |
MORRIS DAVIS CHAN & TAN LLP4+ years Service code 10 · EIN 94-2214860 | Accounting | $101,200 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $149,333-100.0% | $106,387-100.0% | $135,381-100.0% |
| Participation rate | 0.0% | 81.5%-81.5pp | 77.5%-77.5pp | 82.6%-82.6pp |
| Annual return | -6.04% | 0.52%-6.6pp | 0.25%-6.3pp | 519.81%-525.9pp |
| Employer contribution / active EE | $0 | $4,984-100.0% | $3,520-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $7,230-100.0% | $5,421-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $15,952-100.0% | $7,510-100.0% | $10,828-100.0% |