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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2+ years Filed as: PERSHING YOAKLEY & ASSOCIATES PC Service code 10 · EIN 62-1517792 | Accounting | $8,610 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,592 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $49,356 | $36,916+33.7% | $156,551-68.5% | $57,658-14.4% |
| Participation rate | 64.3% | 63.4%+0.9pp | 84.0%-19.7pp | 70.2%-5.9pp |
| Annual return | 7.07% | 12.38%-5.3pp | 32.23%-25.2pp | 5.13%+1.9pp |
| Employer contribution / active EE | $928 | $1,571-40.9% | $5,501-83.1% | $1,974-53.0% |
| Participant deferral / active EE | $1,811 | $1,926-5.9% | $4,871-62.8% | $3,061-40.8% |
| Admin fee / account holder | $15 | $82-82.3% | $13,028-99.9% | $95-84.5% |