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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 | $55,446-4.8% | $155,574-66.1% | $74,429-29.1% |
| Participation rate | 90.7% | 61.9%+28.8pp | 78.2%+12.4pp | 67.2%+23.4pp |
| Annual return | 8.27% | 269.20%-260.9pp | 64.87%-56.6pp | 1368.38%-1360.1pp |
| Employer contribution / active EE | $5,263 | $2,266+132.2% | $4,676+12.6% | $2,625+100.5% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $342 | $1,743-80.4% | $15,914-97.9% | $1,944-82.4% |