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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $38,727 |
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 | $132,751 | $44,425+198.8% | $67,834+95.7% | $55,167+140.6% |
| Participation rate | 100.0% | 59.7%+40.3pp | 68.8%+31.2pp | 69.0%+31.0pp |
| Annual return | 9.55% | 17.80%-8.2pp | 138.47%-128.9pp | 169.23%-159.7pp |
| Employer contribution / active EE | $4,170 | $1,351+208.6% | $2,403+73.5% | $1,963+112.5% |
| Participant deferral / active EE | $0 | $2,166-100.0% | $3,160-100.0% | $3,054-100.0% |
| Admin fee / account holder | $729 | $530+37.5% | $4,622-84.2% | $504+44.7% |