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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF AMERICA Service code 51 · EIN 94-1687665 100 NORTH TRYON STREET · CHARLOTTE, NC 28255 | Investment Mgmt Fees | $49,064 |
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 | $23,628 | $53,178-55.6% | $86,251-72.6% | $74,478-68.3% |
| Participation rate | 100.0% | 64.8%+35.2pp | 69.0%+31.0pp | 70.7%+29.3pp |
| Annual return | 7.39% | 22.63%-15.2pp | 1170.54%-1163.1pp | 34.37%-27.0pp |
| Employer contribution / active EE | $2,332 | $1,210+92.7% | $2,381-2.1% | $2,637-11.6% |
| Participant deferral / active EE | $0 | $3,230-100.0% | $3,987-100.0% | $4,530-100.0% |
| Admin fee / account holder | $23 | $553-95.8% | $6,857-99.7% | $347-93.3% |