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| Provider | Service type | Compensation |
|---|---|---|
GLOBE TAX SERVICES INC2 years Service code 50 · EIN 13-3647361 | Direct Payment | $45,956 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF NEW YORK MELLON CORPORATION Service code 50 · EIN 13-2614959 | Direct Payment | $15,300 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,623,748 | $89,739+1709.4% | $149,721+984.5% | $62,293+2506.6% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 19.02% | 21.01%-2.0pp | 1501.67%-1482.6pp | 28.90%-9.9pp |
| Employer contribution / active EE | $30,991 | $3,233+858.6% | $5,444+469.2% | $2,042+1417.5% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,568-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $11,282-100.0% | $479-100.0% |