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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $77,654 |
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 | $57,562 | $47,977+20.0% | $154,111-62.6% | $56,287+2.3% |
| Participation rate | 99.0% | 66.2%+32.9pp | 83.0%+16.0pp | 69.9%+29.2pp |
| Annual return | -5.43% | 3.54%-9.0pp | 735.18%-740.6pp | -9.96%+4.5pp |
| Employer contribution / active EE | $4,463 | $2,169+105.8% | $5,298-15.8% | $2,111+111.4% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $313 | $438-28.6% | $13,411-97.7% | $521-39.9% |