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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF AMERICA Service code 51 · EIN 94-1687665 100 NORTH TRYON STREET · CHARLOTTE, NC 28255 | Investment Mgmt Fees | $60,006 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,421 | $51,096-44.4% | $100,712-71.8% | $71,012-60.0% |
| Participation rate | 100.0% | 47.0%+53.0pp | 69.3%+30.7pp | 58.6%+41.4pp |
| Annual return | 6.83% | 16.42%-9.6pp | 33.27%-26.4pp | 37.67%-30.8pp |
| Employer contribution / active EE | $2,222 | $1,127+97.2% | $2,313-3.9% | $2,348-5.4% |
| Participant deferral / active EE | $0 | $1,937-100.0% | $4,085-100.0% | $3,246-100.0% |
| Admin fee / account holder | $29 | $2,179-98.7% | $9,256-99.7% | $1,167-97.5% |