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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF NY MELLON WEALTH MANAGEMENT Service code 21 · EIN 25-0659306 | Bank Trustee | $21,364 |
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 | $49,085 | $72,404-32.2% | $110,243-55.5% | $64,173-23.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -6.19% | -6.29%+0.1pp | 314.76%-320.9pp | 7.63%-13.8pp |
| Employer contribution / active EE | $3,750 | $2,282+64.4% | $3,827-2.0% | $2,381+57.5% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $203 | $5,664-96.4% | $8,548-97.6% | $4,887-95.8% |