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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF OKLAHOMA Service code 16 · EIN 73-0780382 | Consulting | $39,995 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,973 |
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 | $58,520 | $33,780+73.2% | $74,551-21.5% | $75,289-22.3% |
| Participation rate | 15.5% | 62.7%-47.2pp | 69.1%-53.6pp | 72.4%-56.9pp |
| Annual return | -3.01% | -1.24%-1.8pp | 32.53%-35.5pp | -0.04%-3.0pp |
| Employer contribution / active EE | $239 | $845-71.8% | $1,961-87.8% | $2,405-90.1% |
| Participant deferral / active EE | $600 | $1,890-68.2% | $3,108-80.7% | $3,739-83.9% |
| Admin fee / account holder | $81 | $86-5.7% | $5,059-98.4% | $102-20.4% |