Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF AMERICA Service code 28 P.O. BOX 15284 · WILMINGTON, DE 198505284 | Investment Management | $27,671 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $368,848 | $54,729+574.0% | $86,235+327.7% | $71,529+415.7% |
| Participation rate | 100.0% | 60.1%+39.9pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | 11.25% | 20.07%-8.8pp | 1170.03%-1158.8pp | 28.97%-17.7pp |
| Employer contribution / active EE | $13,553 | $1,267+969.6% | $2,381+469.2% | $2,590+423.3% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $3,987-100.0% | $4,291-100.0% |
| Admin fee / account holder | $132 | $1,921-93.1% | $6,856-98.1% | $1,588-91.7% |