See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 13-5674085 | Bank Trustee | $987,974 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $120,201 |
CONRAD SIEGEL6+ years Filed as: CONRAD SIEGEL ACTUARIES Service code 15 · EIN 23-1669823 | Recordkeeping | $53,866 |
BLACKROCK6+ years Filed as: BLACKROCK ADVISORS LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
BLACKROCK3 years Filed as: BLACKROCK FUND ADVISORS Service code 28 · EIN 51-0318674 | Investment Management | $0 |
BLACKSTONE6+ years Filed as: BLACKSTONE ALTERNATIVE ASSET MANAGE Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $0 |
BLACKSTONE6+ years Filed as: BLACKSTONE REAL ESTATE INCOME ADVIS Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $0 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON FUND ADVISERS Service code 28 | Investment Management | $0 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON FUND ADVISORS Service code 28 240 GREENWICH STREET · NEW YORK, NY 10286 | Investment Management | $0 |
AMERICAN FUNDS3 years Filed as: CAPITAL RESEARCH AND COMPANY 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $569,839 | $100,801+465.3% | $149,696+280.7% | $73,409+676.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.5%+17.5pp | 72.2%+27.8pp |
| Annual return | 9.89% | 265.34%-255.4pp | 276.60%-266.7pp | 59.29%-49.4pp |
| Employer contribution / active EE | $21,324 | $3,312+543.9% | $4,644+359.2% | $2,234+854.7% |
| Participant deferral / active EE | $8,282 | $6,404+29.3% | $6,842+21.0% | $3,805+117.6% |
| Admin fee / account holder | $2,760 | $181+1426.7% | $9,309-70.3% | $158+1648.2% |