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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NY MELLON WEALTH MANAGEMENT Service code 21 · EIN 25-0659306 | Bank Trustee | $14,893 |
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 | $42,408 | $65,704-35.5% | $94,229-55.0% | $59,633-28.9% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -0.85% | 5.22%-6.1pp | 10.68%-11.5pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $3,759 | $2,021+86.0% | $3,587+4.8% | $2,203+70.7% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $152 | $4,265-96.4% | $6,269-97.6% | $4,297-96.5% |