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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $85,894 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $62,863 | $46,360+35.6% | $147,617-57.4% | $52,331+20.1% |
| Participation rate | 97.7% | 64.9%+32.8pp | 84.6%+13.1pp | 68.1%+29.6pp |
| Annual return | -1.12% | 1.62%-2.7pp | 61.98%-63.1pp | 4.54%-5.7pp |
| Employer contribution / active EE | $4,236 | $2,126+99.2% | $5,564-23.9% | $1,882+125.1% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $325 | $766-57.5% | $11,612-97.2% | $592-45.0% |