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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF AMERICA Service code 51 · EIN 94-1687665 100 NORTH TRYON STREET · CHARLOTTE, NC 28255 | Investment Mgmt Fees | $48,540 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,153 | $42,367-45.4% | $79,591-70.9% | $64,829-64.3% |
| Participation rate | 100.0% | 64.7%+35.3pp | 69.5%+30.5pp | 71.5%+28.5pp |
| Annual return | -11.37% | -12.24%+0.9pp | 0.18%-11.5pp | 32.85%-44.2pp |
| Employer contribution / active EE | $2,301 | $1,181+95.0% | $2,413-4.6% | $2,507-8.2% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $3,986-100.0% | $4,312-100.0% |
| Admin fee / account holder | $24 | $160-85.2% | $6,815-99.7% | $188-87.4% |