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| Provider | Service type | Compensation |
|---|---|---|
EVERCORE TRUST COMPANY3 years Filed as: EVERCORE TRUST Service code 21 · EIN 26-4691954 | Bank Trustee | $86,626 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS Service code 28 · EIN 34-1542819 | Investment Management | $31,117 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $30,329 |
THE BANK OF NEW YORK MELLON4+ years Filed as: MELLON TRUST Service code 28 · EIN 33-0481102 | Investment Management | $9,875 |
Service code 28 · EIN 54-1947440 | Investment Management | $6,731 |
EVERCORE TRUST COMPANY4+ years Filed as: EVERCORE WEALTH MANAGEMENT, LLC Service code 28 · EIN 26-3502254 | Investment Management | $1,150 |
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 | $245,863 | $63,114+289.6% | $92,909+164.6% | $65,185+277.2% |
| Participation rate | 96.9% | 68.8%+28.1pp | 76.0%+20.9pp | 70.2%+26.7pp |
| Annual return | 9.83% | 28.75%-18.9pp | 109.44%-99.6pp | 29.38%-19.6pp |
| Employer contribution / active EE | $10,270 | $2,571+299.5% | $3,653+181.1% | $2,177+371.8% |
| Participant deferral / active EE | $6,740 | $3,108+116.9% | $4,238+59.0% | $3,514+91.8% |
| Admin fee / account holder | $822 | $624+31.9% | $5,795-85.8% | $847-2.9% |