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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON4+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $88,859 |
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 | $123,114 | $42,396+190.4% | $67,313+82.9% | $56,287+118.7% |
| Participation rate | 100.0% | 61.0%+39.0pp | 69.1%+30.9pp | 69.9%+30.1pp |
| Annual return | -4.58% | -36.63%+32.1pp | -4.08%-0.5pp | -9.96%+5.4pp |
| Employer contribution / active EE | $3,883 | $1,414+174.7% | $2,566+51.4% | $2,111+84.0% |
| Participant deferral / active EE | $0 | $2,360-100.0% | $3,568-100.0% | $3,350-100.0% |
| Admin fee / account holder | $620 | $510+21.6% | $4,507-86.3% | $521+18.9% |