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| Provider | Service type | Compensation |
|---|---|---|
EVERCORE TRUST COMPANY2 years Filed as: EVERCORE TRUST Service code 21 · EIN 26-4691954 | Bank Trustee | $47,485 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS Service code 28 · EIN 34-1542819 | Investment Management | $37,980 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $28,064 |
EVERCORE TRUST COMPANY3+ years Filed as: EVERCORE WEALTH MANAGEMENT, LLC Service code 28 · EIN 26-3502254 | Investment Management | $14,837 |
THE BANK OF NEW YORK MELLON3+ years Filed as: MELLON TRUST Service code 28 · EIN 33-0481102 | Investment Management | $14,645 |
Service code 28 · EIN 54-1947440 | Investment Management | $6,930 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $238,488 | $55,449+330.1% | $83,831+184.5% | $56,289+323.7% |
| Participation rate | 95.2% | 68.0%+27.2pp | 76.1%+19.0pp | 69.9%+25.3pp |
| Annual return | 19.87% | -1.38%+21.3pp | 850.99%-831.1pp | -9.96%+29.8pp |
| Employer contribution / active EE | $20,063 | $2,430+725.5% | $3,631+452.5% | $2,111+850.3% |
| Participant deferral / active EE | $4,786 | $2,935+63.1% | $4,082+17.3% | $3,350+42.9% |
| Admin fee / account holder | $769 | $656+17.2% | $5,479-86.0% | $521+47.6% |