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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WELFARE AND PENSION ADMIN SERVICES Service code 10 · EIN 91-1363171 | Accounting | $57,166 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF AMERICA, N.A. Service code 28 · EIN 94-1687665 | Investment Management | $46,062 |
MMA SECURITIES LLC1 year Filed as: MARSH & MCLENNAN AGENCY Service code 29 · EIN 26-3237576 | Legal | $11,204 |
PLATFORM CPAS LLP1 year Filed as: PLATFORM CPAS, LLP Service code 10 · EIN 88-4342576 | Accounting | $10,189 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,001 | $89,123-82.0% | $102,460-84.4% | $77,762-79.4% |
| Participation rate | 98.9% | 80.9%+18.0pp | 76.5%+22.4pp | 70.6%+28.3pp |
| Annual return | 9.81% | 25.05%-15.2pp | 29.47%-19.7pp | 31.27%-21.5pp |
| Employer contribution / active EE | $3,405 | $2,700+26.1% | $3,025+12.6% | $2,728+24.8% |
| Participant deferral / active EE | $0 | $5,148-100.0% | $5,056-100.0% | $4,651-100.0% |
| Admin fee / account holder | $173 | $236-26.8% | $9,460-98.2% | $433-60.1% |