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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON9+ years Filed as: M&T BANK INSTITUTIONAL SVCS UNIT Service code 52 · EIN 16-0538020 1 MT PLAZA · BUFFALO, NY 14203 | Indirect Investment Fees | $174,707 |
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 | $66,698 |
HERITAGE INVESTORS9+ years Service code 27 · EIN 52-1009685 | Advisory (Plan) | $12,895 |
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 | $214,963 | $91,372+135.3% | $130,045+65.3% | $74,460+188.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 78.5%+21.5pp | 70.7%+29.3pp |
| Annual return | 15.88% | 23.21%-7.3pp | -137.30%+153.2pp | 34.38%-18.5pp |
| Employer contribution / active EE | $19,578 | $2,563+663.8% | $4,321+353.1% | $2,638+642.1% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $5,820-100.0% | $4,530-100.0% |
| Admin fee / account holder | $584 | $283+106.1% | $10,600-94.5% | $348+67.9% |