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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA Service code 52 | Indirect Investment Fees | $15,011 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $12,128 |
RELIANCE TRUST COMPANY4+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $545 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA CORPORATION Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $48,959 | $65,223-24.9% | $80,022-38.8% | $55,725-12.1% |
| Participation rate | 34.3% | 80.6%-46.2pp | 75.8%-41.5pp | 70.9%-36.5pp |
| Annual return | -5.38% | 7.59%-13.0pp | 11.22%-16.6pp | 244.93%-250.3pp |
| Employer contribution / active EE | $740 | $2,544-70.9% | $2,468-70.0% | $2,078-64.4% |
| Participant deferral / active EE | $1,457 | $3,881-62.5% | $3,686-60.5% | $3,356-56.6% |
| Admin fee / account holder | $1 | $114-99.5% | $6,521-100.0% | $115-99.5% |