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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON9+ years Filed as: U.S. BANK N.A. Service code 18 555 SW OAK ST. · PORTLAND, OR 97204 | Custodial (other than securities) | $34,111 |
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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 | $9,556,684-100.0% | $250,986-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 2.4%-2.4pp |
| Annual return | 7.99% | 9.92%-1.9pp | 32.33%-24.3pp | 22.81%-14.8pp |
| Employer contribution / active EE | $13,072 | $16,139-19.0% | $33,956-61.5% | $18,290-28.5% |
| Participant deferral / active EE | $0 | $0 | $43-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $10,141-100.0% | $85,222-100.0% |