Filed November 25, 2025
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2+ years Service code 28 · EIN 13-5160382 | Investment Management | $10,156 |
Service code 11 · EIN 45-4124285 | Actuarial | $6,860 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $44,091-100.0% | $105,260-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 21.7%-21.7pp | 4.5%-4.5pp |
| Annual return | 12.20% | 13.95%-1.7pp | 9.21%+3.0pp | 13.95%-1.7pp |
| Employer contribution / active EE | $544 | $16,598-96.7% | $35,088-98.4% | $16,598-96.7% |
| Participant deferral / active EE | $0 | $511-100.0% | $163-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $4,019-100.0% | $612-100.0% |