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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 | $54,679+295.3% | $76,119+184.0% | $74,459+190.3% |
| Participation rate | 99.1% | 60.3%+38.7pp | 69.1%+30.0pp | 67.2%+31.9pp |
| Annual return | 13.07% | 31.90%-18.8pp | 361.25%-348.2pp | 1369.70%-1356.6pp |
| Employer contribution / active EE | $1,009 | $1,781-43.4% | $2,693-62.5% | $2,626-61.6% |
| Participant deferral / active EE | $0 | $3,072-100.0% | $4,259-100.0% | $4,350-100.0% |
| Admin fee / account holder | $991 | $2,238-55.7% | $6,421-84.6% | $1,945-49.0% |