Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
DAVID COOK & ASSOCIATES2+ years Service code 51 · EIN 52-1500003 | Investment Mgmt Fees | $62,276 |
THE BANK OF NEW YORK MELLON2+ years Filed as: PERSHING ADVISOR SOLUTION Service code 51 · EIN 13-2741729 | Investment Mgmt Fees | $61,425 |
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.)
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 | $107,039 | $52,884+102.4% | $84,753+26.3% | $55,167+94.0% |
| Participation rate | 98.7% | 67.5%+31.1pp | 76.6%+22.1pp | 69.0%+29.7pp |
| Annual return | 4.18% | 18.03%-13.9pp | 22.78%-18.6pp | 169.23%-165.0pp |
| Employer contribution / active EE | $3,333 | $2,233+49.2% | $3,574-6.7% | $1,963+69.8% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $655 | $581+12.7% | $5,333-87.7% | $504+29.9% |