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| Provider | Service type | Compensation |
|---|---|---|
Service code 33 · EIN 13-5674085 | Investment management fees paid indir... | $87,530 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $6,603 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,666 | $39,458-83.1% | $60,547-89.0% | $55,191-87.9% |
| Participation rate | 99.7% | 59.6%+40.1pp | 68.0%+31.8pp | 69.2%+30.6pp |
| Annual return | 0.60% | 3.35%-2.8pp | 335.64%-335.0pp | 10.78%-10.2pp |
| Employer contribution / active EE | $461 | $1,210-61.9% | $2,419-81.0% | $1,899-75.7% |
| Participant deferral / active EE | $0 | $2,140-100.0% | $3,328-100.0% | $3,046-100.0% |
| Admin fee / account holder | $151 | $95+58.3% | $4,536-96.7% | $91+65.9% |