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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $47,550 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $40,325 |
LEWIS, CLIFTON & NIKOLAIDIS2+ years Service code 29 · EIN 01-0803844 | Legal | $21,643 |
MSPC2+ years Service code 10 · EIN 22-2951202 | Accounting | $18,275 |
STONE CASTLE REALTY2+ years Service code 32 · EIN 13-2891975 | Real estate brokerage | $12,294 |
HUGH JOHNSON ADVISORS2+ years Service code 28 · EIN 43-2063831 | Investment Management | $8,287 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,785 | $153,769-73.5% | $133,975-69.6% | $273,972-85.1% |
| Participation rate | 0.0% | 88.4%-88.4pp | 87.1%-87.1pp | 83.0%-83.0pp |
| Annual return | 1.74% | 36.51%-34.8pp | 29.29%-27.6pp | 41.46%-39.7pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $607 | $11,765-94.8% | $9,324-93.5% | $10,133-94.0% |