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| Provider | Service type | Compensation |
|---|---|---|
CLOVER CAPITAL MANAGEMENT1+ years Service code 28 · EIN 16-1263400 | Investment Management | $21,059 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 | Investment Management | $8,607 |
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 | $17,846 | $52,678-66.1% | $75,784-76.5% | $59,633-70.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -7.32% | 2.95%-10.3pp | 9.68%-17.0pp | 2041.45%-2048.8pp |
| Employer contribution / active EE | $1,923 | $2,193-12.3% | $3,323-42.2% | $2,203-12.7% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $166 | $3,610-95.4% | $5,300-96.9% | $4,297-96.1% |