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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON10+ years Filed as: U.S. BANK N.A. Service code 18 555 SW OAK ST. · PORTLAND, OR 97204 | Custodial (other than securities) | $35,095 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $329,695-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 43.4%-43.4pp | 2.1%-2.1pp |
| Annual return | 0.70% | 7.03%-6.3pp | 9.82%-9.1pp | 7.65%-6.9pp |
| Employer contribution / active EE | $17,932 | $15,106+18.7% | $30,322-40.9% | $20,582-12.9% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $53,840-100.0% | $193-100.0% |