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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 | $55,472-4.8% | $155,567-66.1% | $74,546-29.2% |
| Participation rate | 90.7% | 61.9%+28.8pp | 78.2%+12.5pp | 67.2%+23.4pp |
| Annual return | 8.27% | 268.72%-260.4pp | 64.74%-56.5pp | 1366.03%-1357.8pp |
| Employer contribution / active EE | $5,263 | $2,269+132.0% | $4,674+12.6% | $2,624+100.5% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,628-100.0% | $4,347-100.0% |
| Admin fee / account holder | $342 | $1,743-80.4% | $15,916-97.9% | $1,944-82.4% |