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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 13-5674085 | Bank Trustee | $737,222 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $76,848 |
CONRAD SIEGEL1+ years Filed as: CONRAD SIEGEL ACTUARIES Service code 15 · EIN 23-1669823 | Recordkeeping | $34,453 |
ABBEY STREET LLC1+ years Filed as: ABBEY CAPITAL LIMITED Service code 28 C/O BNY MELLON INVESTMENT SERVICING · PROVIDENCE, RI 029408041 | Investment Management | $0 |
AMERICAN CENTURY1+ years Filed as: AMERICAN CENTURY INV MGT, INC. Service code 28 · EIN 44-6006315 | Investment Management | $0 |
ASTON CARTER INC1+ years Filed as: ASTON ASSET MANAGEMENT, LP Service code 28 · EIN 20-4747475 | Investment Management | $0 |
BLACKROCK1+ years Filed as: BLACKROCK ADVISORS LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
BLACKSTONE1+ years Filed as: BLACKSTONE ALTERNATIVE ASSET MANAGE Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $0 |
BLACKSTONE1+ years Filed as: BLACKSTONE REAL ESTATE INCOME ADVIS Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $0 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 28 · EIN 95-1411037 | Investment Management | $0 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $436,074 | $88,324+393.7% | $115,038+279.1% | $55,191+690.1% |
| Participation rate | 100.0% | 72.5%+27.5pp | 81.4%+18.6pp | 69.2%+30.8pp |
| Annual return | -1.62% | 6.30%-7.9pp | 26.14%-27.8pp | 10.78%-12.4pp |
| Employer contribution / active EE | $19,921 | $2,805+610.2% | $4,608+332.3% | $1,899+949.2% |
| Participant deferral / active EE | $7,003 | $5,042+38.9% | $6,026+16.2% | $3,046+129.9% |
| Admin fee / account holder | $2,202 | $105+1989.4% | $8,175-73.1% | $91+2325.4% |