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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON10+ years Filed as: M&T BANK INSTITUTIONAL SVCS UNIT Service code 52 · EIN 16-0538020 1 MT PLAZA · BUFFALO, NY 14203 | Indirect Investment Fees | $198,107 |
Filed as: MERRILL LYNCH PIERCE, FENNER AND S Service code 51 · EIN 13-5674085 4 WORLD FINANCIAL CENTER 250 VESSEY · NEW YORK, NY 10281 | Investment Mgmt Fees | $77,534 |
HERITAGE INVESTORS10+ years Service code 27 · EIN 52-1009685 | Advisory (Plan) | $14,403 |
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 | $230,371 | $89,465+157.5% | $165,100+39.5% | $77,762+196.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 78.6%+21.4pp | 70.6%+29.4pp |
| Annual return | 12.45% | 28.86%-16.4pp | 70.21%-57.8pp | 31.27%-18.8pp |
| Employer contribution / active EE | $18,992 | $2,565+640.5% | $4,348+336.8% | $2,728+596.2% |
| Participant deferral / active EE | $0 | $4,904-100.0% | $6,035-100.0% | $4,651-100.0% |
| Admin fee / account holder | $392 | $340+15.4% | $12,696-96.9% | $433-9.4% |