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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRYL LYNCH PIERCE, FENNER AND S Service code 51 · EIN 13-5674085 4 WORLD FINANCIAL CENTER 250 VESSEY · NEW YORK, NY 10281 | Investment Mgmt Fees | $177,771 |
HERITAGE INVESTORS1 year Filed as: HERITAGE INVESTOR Service code 27 · EIN 52-1009685 | Advisory (Plan) | $128,866 |
THE BANK OF NEW YORK MELLON3+ years Filed as: M&T BANK INSTITUTIONAL SVCS UNIT Service code 52 · EIN 16-0538020 1 MT PLAZA · BUFFALO, NY 14203 | Indirect Investment Fees | $33,982 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,101 | $71,666+154.1% | $117,854+54.5% | $69,631+161.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 79.7%+20.3pp | 70.7%+29.3pp |
| Annual return | 12.75% | 18.86%-6.1pp | 335.08%-322.3pp | 27571.02%-27558.3pp |
| Employer contribution / active EE | $16,711 | $1,889+784.7% | $3,786+341.4% | $2,032+722.3% |
| Participant deferral / active EE | $0 | $3,340-100.0% | $4,482-100.0% | $3,224-100.0% |
| Admin fee / account holder | $418 | $120+247.3% | $8,020-94.8% | $110+278.4% |