Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 13-5674085 | Bank Trustee | $536,503 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $75,768 |
CONRAD SIEGEL2+ years Filed as: CONRAD SIEGEL ACTUARIES Service code 15 · EIN 23-1669823 | Recordkeeping | $45,113 |
ABBEY STREET LLC2+ years Filed as: ABBEY CAPITAL LIMITED Service code 28 | Investment Management | $0 |
AMERICAN CENTURY2+ years Filed as: AMERICAN CENTURY INV MGT, INC. Service code 28 · EIN 44-6006315 | Investment Management | $0 |
ASTON CARTER INC2+ years Filed as: ASTON ASSET MANAGEMENT, LP Service code 28 · EIN 20-4747475 | Investment Management | $0 |
BLACKROCK2+ years Filed as: BLACKROCK ADVISORS LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
BLACKSTONE2+ years Filed as: BLACKSTONE ALTERNATIVE ASSET MANAGE Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $0 |
BLACKSTONE2+ years Filed as: BLACKSTONE REAL ESTATE INCOME ADVIS Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $0 |
AMERICAN FUNDS2+ 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.
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 | $465,015 | $80,177+480.0% | $123,894+275.3% | $57,661+706.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 81.4%+18.6pp | 70.2%+29.8pp |
| Annual return | 4.19% | 17.90%-13.7pp | 47.52%-43.3pp | 5.13%-0.9pp |
| Employer contribution / active EE | $22,000 | $2,913+655.3% | $4,617+376.5% | $1,974+1014.6% |
| Participant deferral / active EE | $6,714 | $5,130+30.9% | $5,984+12.2% | $3,061+119.4% |
| Admin fee / account holder | $1,894 | $106+1682.0% | $8,357-77.3% | $95+1904.0% |