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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 80-0292839 | Investment Management | $19,369 |
MSPC3 years Filed as: MSPC CPA'S & ADVISORS Service code 10 · EIN 22-2951202 | Accounting | $14,554 |
THE BANK OF NEW YORK MELLON6+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $8,976 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,880 | $58,347-19.7% | $85,708-45.3% | $86,828-46.0% |
| Participation rate | 100.0% | 64.9%+35.1pp | 69.9%+30.1pp | 72.3%+27.7pp |
| Annual return | 17.94% | 18.43%-0.5pp | 21.49%-3.6pp | 97.95%-80.0pp |
| Employer contribution / active EE | $5,254 | $1,751+200.1% | $2,618+100.7% | $2,406+118.3% |
| Participant deferral / active EE | $0 | $3,065-100.0% | $3,922-100.0% | $4,132-100.0% |
| Admin fee / account holder | $421 | $147+185.6% | $6,876-93.9% | $170+148.3% |