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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF MISSOURI INVESTMENTS Service code 27 3610 BUTTONWOOD DRIVE · COLUMBIA, MO 65201 | Advisory (Plan) | $67,052 |
NEWPORT GROUP, INC.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $22,589 |
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.)
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 | $126,020 | $29,525+326.8% | $56,033+124.9% | $77,736+62.1% |
| Participation rate | 36.3% | 32.7%+3.6pp | 52.5%-16.2pp | 70.6%-34.3pp |
| Annual return | 8.18% | 18.90%-10.7pp | 1711.38%-1703.2pp | 31.26%-23.1pp |
| Employer contribution / active EE | $732 | $569+28.5% | $1,041-29.7% | $2,728-73.2% |
| Participant deferral / active EE | $1,349 | $1,062+27.0% | $1,954-31.0% | $4,651-71.0% |
| Admin fee / account holder | $369 | $1,040-64.5% | $2,827-87.0% | $433-14.9% |