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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF AMERICA Service code 51 · EIN 94-1687665 100 NORTH TRYON STREET · CHARLOTTE, NC 28255 | Investment Mgmt Fees | $53,924 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,679 | $54,245-50.8% | $93,727-71.5% | $77,762-65.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 68.7%+31.3pp | 70.6%+29.4pp |
| Annual return | 15.58% | 30.58%-15.0pp | 133.83%-118.3pp | 31.27%-15.7pp |
| Employer contribution / active EE | $2,282 | $1,168+95.5% | $2,421-5.7% | $2,728-16.3% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,417-100.0% | $4,651-100.0% |
| Admin fee / account holder | $27 | $575-95.4% | $8,292-99.7% | $433-93.8% |