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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $33,914 |
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $26,910 |
MSPC5+ years Service code 10 · EIN 22-2951202 | Accounting | $26,158 |
LEWIS, CLIFTON & NIKOLAIDIS5+ years Service code 29 · EIN 01-0803844 | Legal | $13,305 |
STONE CASTLE REALTY5+ years Service code 32 · EIN 13-2891975 | Real estate brokerage; Direct payment... | $12,931 |
HUGH JOHNSON ADVISORS5+ years Service code 28 · EIN 43-2063831 | Investment Management | $12,849 |
Service code 29 · EIN 13-4212610 | Legal | $9,176 |
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 | $40,242 | $88,515-54.5% | $162,171-75.2% | $67,579-40.5% |
| Participation rate | 100.0% | 86.8%+13.2pp | 87.6%+12.4pp | 71.3%+28.7pp |
| Annual return | 16.65% | 27.04%-10.4pp | 115.60%-98.9pp | 378.56%-361.9pp |
| Employer contribution / active EE | $3,852 | $3,563+8.1% | $5,613-31.4% | $2,148+79.4% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,297-100.0% | $3,539-100.0% |
| Admin fee / account holder | $387 | $124+213.3% | $10,843-96.4% | $142+172.3% |