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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $428,688 | $59,467+620.9% | $93,727+357.4% | $74,478+475.6% |
| Participation rate | 99.2% | 59.6%+39.6pp | 68.7%+30.5pp | 67.2%+32.0pp |
| Annual return | 8.04% | 82.14%-74.1pp | 133.83%-125.8pp | 1370.56%-1362.5pp |
| Employer contribution / active EE | $15,597 | $1,267+1131.3% | $2,421+544.1% | $2,626+493.9% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,417-100.0% | $4,350-100.0% |
| Admin fee / account holder | $75 | $3,028-97.5% | $8,292-99.1% | $1,946-96.1% |