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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON6+ years Filed as: BNY MELLON WEALTH MANAGEMENT Service code 33 · EIN 13-5160382 701 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Securities brokerage | $69,143 |
Service code 11 · EIN 11-2301188 211 BROADWAY · LYNBROOK, NY 11563 | Actuarial | $24,010 |
PRAGER METIS CPAS, LLC1 year Service code 10 · EIN 06-1667465 510 HAIGHT AVENUE · POUGHKEEPSIE, NY 12603 | Accounting | $17,750 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $0 | $1,534,422-100.0% | $353,945-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 1.7%-1.7pp |
| Annual return | 12.35% | 7.62%+4.7pp | 10.57%+1.8pp | 627.08%-614.7pp |
| Employer contribution / active EE | $5,714 | $18,841-69.7% | $29,483-80.6% | $18,824-69.6% |
| Participant deferral / active EE | $0 | $1,564-100.0% | $150-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $6,945-100.0% | $2,009-100.0% | $1,923-100.0% |