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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $61,728 |
THE BANK OF NEW YORK MELLON3 years Filed as: BANK OF AMERICA NA Service code 27 · EIN 13-5674085 | Advisory (Plan) | $12,171 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $8,886 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,559 | $27,243-9.9% | $52,425-53.2% | $79,634-69.2% |
| Participation rate | 22.9% | 22.4%+0.4pp | 55.6%-32.8pp | 62.5%-39.6pp |
| Annual return | 14.96% | 63.36%-48.4pp | 302.12%-287.2pp | 36.46%-21.5pp |
| Employer contribution / active EE | $416 | $319+30.2% | $914-54.5% | $2,529-83.6% |
| Participant deferral / active EE | $733 | $636+15.3% | $1,790-59.1% | $3,835-80.9% |
| Admin fee / account holder | $397 | $2,105-81.1% | $2,495-84.1% | $1,002-60.4% |