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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2 years Filed as: PERSHING ADVISORS SOLUTION Service code 51 · EIN 13-2741729 | Investment Mgmt Fees | $62,919 |
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 | $116,924 | $77,677+50.5% | $109,173+7.1% | $79,391+47.3% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 9.14% | 23.44%-14.3pp | 25.75%-16.6pp | 116.88%-107.7pp |
| Employer contribution / active EE | $4,754 | $2,798+69.9% | $3,723+27.7% | $2,428+95.8% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $719 | $732-1.8% | $6,755-89.4% | $627+14.8% |