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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $38,803 |
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $31,903 |
LEWIS, CLIFTON & NIKOLAIDIS4+ years Service code 29 · EIN 01-0803844 | Legal | $25,267 |
MSPC4+ years Service code 10 · EIN 22-2951202 | Accounting | $24,037 |
HUGH JOHNSON ADVISORS4+ years Service code 28 · EIN 43-2063831 | Investment Management | $10,693 |
STONE CASTLE REALTY4+ years Service code 32 · EIN 13-2891975 | Real estate brokerage; Direct payment... | $9,844 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $37,805 | $80,005-52.7% | $140,019-73.0% | $55,725-32.2% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | -2.04% | 0.46%-2.5pp | 651.15%-653.2pp | 244.93%-247.0pp |
| Employer contribution / active EE | $4,327 | $3,403+27.2% | $5,605-22.8% | $2,078+108.2% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $419 | $116+261.9% | $10,705-96.1% | $115+263.5% |