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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,454 |
THE BANK OF NEW YORK MELLON3+ years Filed as: PERSHING YOAKLEY & ASSOCIATES PC Service code 10 · EIN 62-1517792 | Accounting | $10,400 |
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 | $55,664 | $46,173+20.6% | $170,435-67.3% | $69,631-20.1% |
| Participation rate | 65.0% | 63.9%+1.1pp | 83.6%-18.6pp | 70.7%-5.7pp |
| Annual return | 18.60% | 21.62%-3.0pp | 205.94%-187.3pp | 27571.02%-27552.4pp |
| Employer contribution / active EE | $1,027 | $1,610-36.2% | $5,432-81.1% | $2,032-49.5% |
| Participant deferral / active EE | $2,075 | $2,080-0.3% | $4,939-58.0% | $3,224-35.6% |
| Admin fee / account holder | $34 | $116-71.0% | $13,881-99.8% | $110-69.5% |