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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $33,984 |
Service code 28 · EIN 13-2889432 | Investment Management | $32,839 |
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $31,612 |
Service code 29 · EIN 13-4212610 | Legal | $17,662 |
MSPC6+ years Service code 10 · EIN 22-2951202 | Accounting | $16,630 |
STONE CASTLE REALTY6+ years Service code 32 · EIN 13-2891975 | Real estate brokerage; Direct payment... | $10,330 |
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 | $49,936 | $111,608-55.3% | $177,840-71.9% | $73,412-32.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 11.13% | 18.23%-7.1pp | 48.32%-37.2pp | 59.30%-48.2pp |
| Employer contribution / active EE | $2,840 | $3,796-25.2% | $5,919-52.0% | $2,234+27.1% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,806-100.0% |
| Admin fee / account holder | $435 | $166+162.6% | $12,431-96.5% | $158+175.4% |