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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON3+ years Filed as: PERSHING ADVISOR SOLUTION Service code 51 · EIN 13-2741729 | Investment Mgmt Fees | $67,721 |
DAVID COOK & ASSOCIATES3+ years Service code 51 · EIN 52-1500003 | Investment Mgmt Fees | $65,501 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,789 | $58,726+93.8% | $92,240+23.4% | $62,293+82.7% |
| Participation rate | 99.3% | 68.3%+31.0pp | 76.5%+22.8pp | 69.5%+29.8pp |
| Annual return | 11.46% | 43.62%-32.2pp | 176.29%-164.8pp | 28.90%-17.4pp |
| Employer contribution / active EE | $4,592 | $2,392+92.0% | $3,680+24.8% | $2,042+124.8% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $666 | $556+19.7% | $5,194-87.2% | $479+38.9% |