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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON4 years Filed as: BANK OF AMERICA NA Service code 27 · EIN 13-5674085 | Advisory (Plan) | $24,698 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $23,694 |
THE HASLAUER GROUP, INC.4 years Filed as: THE HASLAUER GROUP INC Service code 15 · EIN 72-1487108 | Recordkeeping | $11,133 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $167 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,256 | $62,686+32.8% | $178,505-53.4% | $77,762+7.1% |
| Participation rate | 56.4% | 66.9%-10.5pp | 77.1%-20.7pp | 70.6%-14.2pp |
| Annual return | 12.60% | 16.16%-3.6pp | 27.16%-14.6pp | 31.27%-18.7pp |
| Employer contribution / active EE | $1,117 | $1,914-41.6% | $3,955-71.7% | $2,728-59.0% |
| Participant deferral / active EE | $3,239 | $4,224-23.3% | $6,280-48.4% | $4,651-30.4% |
| Admin fee / account holder | $337 | $386-12.7% | $10,428-96.8% | $433-22.1% |