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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 | $59,402+621.7% | $93,654+357.7% | $74,546+475.1% |
| Participation rate | 99.2% | 59.7%+39.6pp | 68.7%+30.5pp | 67.2%+32.0pp |
| Annual return | 8.04% | 81.86%-73.8pp | 133.34%-125.3pp | 1366.03%-1358.0pp |
| Employer contribution / active EE | $15,597 | $1,265+1133.3% | $2,421+544.3% | $2,624+494.3% |
| Participant deferral / active EE | $0 | $3,049-100.0% | $4,413-100.0% | $4,347-100.0% |
| Admin fee / account holder | $75 | $3,023-97.5% | $8,282-99.1% | $1,944-96.1% |