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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON Service code 51 · EIN 25-0659306 ONE FINANCIAL PLAZA, SUITE 220 · PROVIDENCE, RI 02903 | Investment Mgmt Fees | $38,404 |
LGC&D LLP1+ years Filed as: LGC&D, LLP Service code 10 · EIN 45-3994797 10 WEYBOSSET ST. SUITE 700 · PROVIDENCE, RI 02903 | Accounting | $16,886 |
THE RETIREMENT PLANNING GROUP1+ years Filed as: RETIREMENT PLANNING GROUP, LLP Service code 15 · EIN 04-3469730 124 HEBRON AVE. SUITE 3A · GLASTONBURY, CT 06033 | Recordkeeping | $5,900 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,996 | $39,245+1.9% | $64,105-37.6% | $52,331-23.6% |
| Participation rate | 93.9% | 58.2%+35.7pp | 68.2%+25.7pp | 68.1%+25.8pp |
| Annual return | -1.57% | 14.79%-16.4pp | 791.24%-792.8pp | 4.54%-6.1pp |
| Employer contribution / active EE | $1,686 | $736+129.0% | $1,820-7.4% | $1,882-10.4% |
| Participant deferral / active EE | $969 | $1,992-51.3% | $2,822-65.6% | $3,022-67.9% |
| Admin fee / account holder | $395 | $592-33.3% | $4,499-91.2% | $592-33.2% |