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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON8+ years Filed as: M&T BANK INSTITUTIONAL SVCS UNIT Service code 52 · EIN 16-0538020 1 MT PLAZA · BUFFALO, NY 14203 | Indirect Investment Fees | $171,727 |
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 | $69,510 |
HERITAGE INVESTORS8+ years Service code 27 · EIN 52-1009685 | Advisory (Plan) | $12,580 |
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 | $197,010 | $71,142+176.9% | $119,609+64.7% | $64,808+204.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.3%+20.7pp | 71.5%+28.5pp |
| Annual return | -14.23% | -10.01%-4.2pp | -14.97%+0.7pp | 32.82%-47.1pp |
| Employer contribution / active EE | $19,565 | $2,497+683.4% | $4,232+362.3% | $2,506+680.8% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $5,602-100.0% | $4,310-100.0% |
| Admin fee / account holder | $618 | $162+280.9% | $10,323-94.0% | $188+228.9% |