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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NY MELLON WEALTH MANAGEMENT Service code 21 · EIN 25-0659306 | Bank Trustee | $21,299 |
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 | $49,135 | $78,707-37.6% | $117,861-58.3% | $70,126-29.9% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 16.24% | 23.30%-7.1pp | 335.11%-318.9pp | 73.15%-56.9pp |
| Employer contribution / active EE | $3,742 | $2,223+68.3% | $3,786-1.2% | $2,343+59.8% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $195 | $5,066-96.1% | $8,021-97.6% | $4,645-95.8% |