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| Provider | Service type | Compensation |
|---|---|---|
EVERCORE TRUST COMPANY1 year Filed as: EVERCORE TRUST Service code 21 · EIN 26-4691954 | Bank Trustee | $58,630 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 28 · EIN 34-1542819 | Investment Management | $38,104 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $22,864 |
EVERCORE TRUST COMPANY2+ years Filed as: EVERCORE WEALTH MANAGEMENT, LLC Service code 28 · EIN 26-3502254 | Investment Management | $12,606 |
THE BANK OF NEW YORK MELLON2+ years Filed as: MELLON TRUST Service code 28 · EIN 33-0481102 | Investment Management | $11,407 |
Service code 28 · EIN 54-1947440 | Investment Management | $7,454 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,966 | $58,726+271.2% | $92,240+136.3% | $62,293+249.9% |
| Participation rate | 91.0% | 68.3%+22.6pp | 76.5%+14.5pp | 69.5%+21.5pp |
| Annual return | 8.12% | 43.62%-35.5pp | 176.29%-168.2pp | 28.90%-20.8pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,945 | $2,766+78.8% | $3,897+26.9% | $3,169+56.0% |
| Admin fee / account holder | $863 | $556+55.2% | $5,194-83.4% | $479+80.1% |