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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA Service code 15 · EIN 94-1687665 | Recordkeeping | $13,201 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $26,972-100.0% | - | $26,972-100.0% |
| Participation rate | 0.0% | 99.6%-99.6pp | - | 99.6%-99.6pp |
| Annual return | -4.33% | 6.65%-11.0pp | -3.96%-0.4pp | 6.65%-11.0pp |
| Employer contribution / active EE | $0 | $12,629-100.0% | $0 | $12,629-100.0% |
| Participant deferral / active EE | $0 | $728-100.0% | - | $728-100.0% |
| Admin fee / account holder | $0 | $4,261-100.0% | - | $4,261-100.0% |