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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON5+ years Filed as: PERSHING ADVISOR SOLUTION Service code 51 · EIN 13-2741729 | Investment Mgmt Fees | $60,479 |
DAVID COOK & ASSOCIATES5+ years Service code 51 · EIN 52-1500003 | Investment Mgmt Fees | $54,272 |
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 | $97,105 | $63,114+53.9% | $92,915+4.5% | $65,186+49.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 14.77% | 28.75%-14.0pp | 109.45%-94.7pp | 29.39%-14.6pp |
| Employer contribution / active EE | $5,229 | $2,571+103.4% | $3,653+43.1% | $2,177+140.2% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $566 | $624-9.3% | $5,796-90.2% | $847-33.2% |