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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF NY MELLON WEALTH MANAGEMENT Service code 21 · EIN 25-0659306 | Bank Trustee | $21,491 |
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 | $56,247 | $83,485-32.6% | $125,192-55.1% | $72,975-22.9% |
| Participation rate | 98.9% | 73.3%+25.6pp | 79.8%+19.1pp | 69.5%+29.4pp |
| Annual return | 19.23% | 25.77%-6.5pp | 43.79%-24.6pp | 81.01%-61.8pp |
| Employer contribution / active EE | $3,877 | $2,346+65.3% | $3,866+0.3% | $2,440+58.9% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $192 | $5,518-96.5% | $9,704-98.0% | $5,124-96.3% |