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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 18 · EIN 99-1667665 429 ROUTE 145 · CLIFTON PARK, NY 12065 | Trustee (bank, trust company, or simi... | $96,130 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,035 | $65,367+57.6% | $92,915+10.9% | $72,976+41.2% |
| Participation rate | 94.9% | 68.3%+26.6pp | 76.0%+18.9pp | 69.5%+25.4pp |
| Annual return | 23.48% | 42.11%-18.6pp | 109.45%-86.0pp | 81.02%-57.5pp |
| Employer contribution / active EE | $3,271 | $2,594+26.1% | $3,653-10.5% | $2,440+34.1% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $874 | $4,251-79.4% | $5,796-84.9% | $5,124-82.9% |