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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON3 years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $14,496 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $428,688 | $59,417+621.5% | $93,606+358.0% | $74,495+475.5% |
| Participation rate | 99.2% | 59.7%+39.6pp | 68.7%+30.5pp | 67.2%+32.0pp |
| Annual return | 8.04% | 81.83%-73.8pp | 133.20%-125.2pp | 1364.94%-1356.9pp |
| Employer contribution / active EE | $15,597 | $1,264+1134.3% | $2,420+544.5% | $2,623+494.6% |
| Participant deferral / active EE | $0 | $3,050-100.0% | $4,411-100.0% | $4,346-100.0% |
| Admin fee / account holder | $75 | $3,021-97.5% | $8,285-99.1% | $1,942-96.1% |