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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF AMERICA Service code 51 · EIN 94-1687665 | Investment Mgmt Fees | $22,101 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,750 | $64,286-58.4% | $90,974-70.6% | $73,415-63.6% |
| Participation rate | 99.9% | 63.6%+36.3pp | 69.0%+30.9pp | 72.2%+27.7pp |
| Annual return | 8.13% | 21.46%-13.3pp | 134.60%-126.5pp | 59.30%-51.2pp |
| Employer contribution / active EE | $2,284 | $895+155.3% | $2,122+7.6% | $2,234+2.2% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,373-100.0% | $3,806-100.0% |
| Admin fee / account holder | $23 | $287-92.0% | $5,961-99.6% | $158-85.5% |