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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF OKLAHOMA Service code 16 · EIN 73-0780382 | Consulting | $30,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $54,842 | $33,232+65.0% | $71,796-23.6% | $63,975-14.3% |
| Participation rate | 15.0% | 60.1%-45.1pp | 69.1%-54.1pp | 71.1%-56.1pp |
| Annual return | 6.13% | 11.99%-5.9pp | 78.04%-71.9pp | 48.65%-42.5pp |
| Employer contribution / active EE | $212 | $723-70.7% | $1,924-89.0% | $2,182-90.3% |
| Participant deferral / active EE | $539 | $1,604-66.4% | $2,794-80.7% | $3,356-83.9% |
| Admin fee / account holder | $63 | $63-0.5% | $4,815-98.7% | $70-10.3% |