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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON3+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $129,389 |
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 | $139,769 | $46,297+201.9% | $71,671+95.0% | $62,293+124.4% |
| Participation rate | 100.0% | 60.6%+39.4pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 14.03% | 22.32%-8.3pp | 20.65%-6.6pp | 28.90%-14.9pp |
| Employer contribution / active EE | $3,538 | $1,412+150.6% | $2,460+43.8% | $2,042+73.2% |
| Participant deferral / active EE | $0 | $2,235-100.0% | $3,438-100.0% | $3,169-100.0% |
| Admin fee / account holder | $657 | $461+42.7% | $5,558-88.2% | $479+37.1% |