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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF AMERICA Service code 15 · EIN 94-1687665 | Recordkeeping | $15,430 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $669,896-100.0% | - | $669,896-100.0% |
| Participation rate | 0.0% | 90.5%-90.5pp | 0.0%0pp | 90.5%-90.5pp |
| Annual return | 10.29% | 11.25%-1.0pp | 10.29%0pp | 11.25%-1.0pp |
| Employer contribution / active EE | $0 | $23,407-100.0% | - | $23,407-100.0% |
| Participant deferral / active EE | $0 | $8,339-100.0% | - | $8,339-100.0% |
| Admin fee / account holder | $0 | $52,310-100.0% | - | $52,310-100.0% |