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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: PERSHING ADVISOR SOLUTION Service code 51 · EIN 13-2741729 | Investment Mgmt Fees | $64,082 |
DAVID COOK & ASSOCIATES1+ years Service code 51 · EIN 52-1500003 | Investment Mgmt Fees | $63,857 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $96,031 | $50,464+90.3% | $75,784+26.7% | $52,331+83.5% |
| Participation rate | 99.3% | 66.8%+32.5pp | 75.8%+23.4pp | 68.1%+31.2pp |
| Annual return | -1.08% | 1.03%-2.1pp | 9.68%-10.8pp | 4.54%-5.6pp |
| Employer contribution / active EE | $2,757 | $1,988+38.7% | $3,323-17.0% | $1,882+46.5% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $639 | $1,103-42.0% | $5,300-87.9% | $592+8.1% |