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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON6+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $93,619 |
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 | $174,533 | $55,636+213.7% | $81,988+112.9% | $73,493+137.5% |
| Participation rate | 100.0% | 62.3%+37.7pp | 69.3%+30.7pp | 70.7%+29.3pp |
| Annual return | 13.92% | 19.07%-5.1pp | 41.31%-27.4pp | 28.51%-14.6pp |
| Employer contribution / active EE | $10,577 | $1,625+551.1% | $2,498+323.4% | $2,270+365.9% |
| Participant deferral / active EE | $0 | $2,762-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $669 | $493+35.7% | $5,665-88.2% | $513+30.3% |