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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $77,582 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $52,786 | $55,470-4.8% | $155,556-66.1% | $74,478-29.1% |
| Participation rate | 90.7% | 61.9%+28.8pp | 78.2%+12.4pp | 67.2%+23.4pp |
| Annual return | 8.27% | 269.80%-261.5pp | 64.84%-56.6pp | 1370.56%-1362.3pp |
| Employer contribution / active EE | $5,263 | $2,267+132.2% | $4,675+12.6% | $2,626+100.4% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,631-100.0% | $4,350-100.0% |
| Admin fee / account holder | $342 | $1,744-80.4% | $15,885-97.8% | $1,946-82.4% |