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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON10+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $142,752 |
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 | $216,172 | $54,558+296.2% | $76,002+184.4% | $74,546+190.0% |
| Participation rate | 99.1% | 60.3%+38.8pp | 69.1%+30.0pp | 67.2%+31.9pp |
| Annual return | 13.07% | 31.83%-18.8pp | 360.07%-347.0pp | 1366.03%-1353.0pp |
| Employer contribution / active EE | $1,009 | $1,778-43.2% | $2,688-62.5% | $2,624-61.5% |
| Participant deferral / active EE | $0 | $3,065-100.0% | $4,257-100.0% | $4,347-100.0% |
| Admin fee / account holder | $991 | $2,232-55.6% | $6,414-84.5% | $1,944-49.0% |