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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON6+ years Filed as: M&T BANK INSTITUTIONAL SVCS UNIT Service code 52 · EIN 16-0538020 1 MT PLAZA · BUFFALO, NY 14203 | Indirect Investment Fees | $149,392 |
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 | $48,976 |
HERITAGE INVESTORS6+ years Service code 27 · EIN 52-1009685 | Advisory (Plan) | $10,982 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,162 | $78,419+201.2% | $133,956+76.3% | $73,409+221.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.8%+20.2pp | 72.2%+27.8pp |
| Annual return | 13.11% | 33.35%-20.2pp | 45.09%-32.0pp | 59.29%-46.2pp |
| Employer contribution / active EE | $18,470 | $2,044+803.8% | $3,919+371.3% | $2,234+726.9% |
| Participant deferral / active EE | $0 | $3,925-100.0% | $5,048-100.0% | $3,805-100.0% |
| Admin fee / account holder | $552 | $161+242.0% | $8,927-93.8% | $158+249.4% |