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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 51 · EIN 94-1687665 | Investment Mgmt Fees | $15,207 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $23,448 | $37,044-36.7% | $71,793-67.3% | $57,661-59.3% |
| Participation rate | 99.7% | 61.1%+38.6pp | 69.1%+30.6pp | 70.2%+29.4pp |
| Annual return | 6.98% | 12.64%-5.7pp | 78.04%-71.1pp | 5.13%+1.8pp |
| Employer contribution / active EE | $1,638 | $720+127.4% | $1,924-14.9% | $1,974-17.0% |
| Participant deferral / active EE | $0 | $1,974-100.0% | $2,794-100.0% | $3,061-100.0% |
| Admin fee / account holder | $16 | $101-84.0% | $4,815-99.7% | $95-82.9% |