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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $44,227 |
THE BANK OF NEW YORK MELLON6+ years Filed as: PERSHING YOAKLEY & ASSOCIATES PC Service code 10 · EIN 62-1517792 | Accounting | $10,000 |
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 | $58,239 | $52,293+11.4% | $178,503-67.4% | $73,412-20.7% |
| Participation rate | 59.6% | 65.3%-5.8pp | 81.9%-22.4pp | 72.2%-12.6pp |
| Annual return | 18.73% | 34.75%-16.0pp | 151.12%-132.4pp | 59.30%-40.6pp |
| Employer contribution / active EE | $821 | $1,736-52.7% | $5,011-83.6% | $2,234-63.2% |
| Participant deferral / active EE | $1,701 | $2,333-27.1% | $5,202-67.3% | $3,806-55.3% |
| Admin fee / account holder | $62 | $127-51.1% | $13,987-99.6% | $158-60.6% |