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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON4+ years Filed as: PERSHING ADVISOR SOLUTION Service code 51 · EIN 13-2741729 | Investment Mgmt Fees | $59,393 |
DAVID COOK & ASSOCIATES4+ years Service code 51 · EIN 52-1500003 | Investment Mgmt Fees | $53,372 |
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 | $91,020 | $55,449+64.1% | $83,831+8.6% | $56,289+61.7% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -4.90% | -1.38%-3.5pp | 850.99%-855.9pp | -9.96%+5.1pp |
| Employer contribution / active EE | $4,719 | $2,430+94.2% | $3,631+30.0% | $2,111+123.5% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $603 | $656-8.1% | $5,479-89.0% | $521+15.8% |