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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 51 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Investment Mgmt Fees | $148,432 |
HERITAGE INVESTORS1+ years Service code 27 · EIN 52-1009685 7101 WISCONSIN AVE SUITE 1112 · BETHESDA, MD 20814 | Advisory (Plan) | $114,681 |
THE BANK OF NEW YORK MELLON1+ years Filed as: M&T BANK INSTITUTIONAL SVCS UNIT Service code 52 · EIN 16-0538020 1 MT PLAZA · BUFFALO, NY 14203 | Indirect Investment Fees | $10,719 |
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 | $129,317 | $57,096+126.5% | $94,229+37.2% | $55,191+134.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 78.8%+21.2pp | 69.2%+30.8pp |
| Annual return | -0.42% | 159.65%-160.1pp | 10.68%-11.1pp | 10.78%-11.2pp |
| Employer contribution / active EE | $8,710 | $1,708+410.0% | $3,587+142.8% | $1,899+358.7% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,320-100.0% | $3,046-100.0% |
| Admin fee / account holder | $331 | $89+270.6% | $6,269-94.7% | $91+264.3% |