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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $45,627 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $41,768 |
LEWIS, CLIFTON & NIKOLAIDIS3+ years Service code 29 · EIN 01-0803844 | Legal | $23,004 |
MSPC3+ years Service code 10 · EIN 22-2951202 | Accounting | $18,677 |
STONE CASTLE REALTY3+ years Service code 32 · EIN 13-2891975 | Real estate brokerage | $15,637 |
HUGH JOHNSON ADVISORS3+ years Service code 28 · EIN 43-2063831 | Investment Management | $8,999 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,871 | $81,537-45.0% | $149,721-70.0% | $69,631-35.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 9.10% | 22.79%-13.7pp | 1501.67%-1492.6pp | 27571.02%-27561.9pp |
| Employer contribution / active EE | $3,557 | $3,239+9.8% | $5,444-34.7% | $2,032+75.0% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,568-100.0% | $3,224-100.0% |
| Admin fee / account holder | $618 | $107+478.3% | $11,282-94.5% | $110+459.6% |