Filed November 9, 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 13-3689044 | Recordkeeping | $28,976 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF AMERICA NA Service code 27 · EIN 13-5674085 | Advisory (Plan) | $19,864 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $4,725 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,541 | $93,182+98.0% | $146,647+25.8% | $79,389+132.5% |
| Participation rate | 88.9% | 76.4%+12.5pp | 80.1%+8.8pp | 70.7%+18.2pp |
| Annual return | 12.02% | 21.61%-9.6pp | 22.75%-10.7pp | 116.89%-104.9pp |
| Employer contribution / active EE | $4,198 | $2,420+73.5% | $4,137+1.5% | $2,428+72.9% |
| Participant deferral / active EE | $8,857 | $4,169+112.5% | $5,506+60.9% | $4,046+118.9% |
| Admin fee / account holder | $289 | $585-50.5% | $10,281-97.2% | $626-53.8% |