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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2+ years Filed as: PERSHING ADVISOR SOLUTIONS LLC Service code 19 | Securities Custodian | $0 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,197-100.0% | $98,614-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 4.7%-4.7pp |
| Annual return | -7.36% | -1.87%-5.5pp | -0.41%-6.9pp | -0.69%-6.7pp |
| Employer contribution / active EE | $6,323 | $8,333-24.1% | $15,396-58.9% | $16,786-62.3% |
| Participant deferral / active EE | $0 | $11-100.0% | $26-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $2,970-100.0% | $124-100.0% |