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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 13-5674085 | Investment Management | $26,071 |
Filed as: ROYAL ALLIANCE ASSOCIATES INC. Service code 28 · EIN 93-0987232 | Investment Management | $24,149 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $1,832 |
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 | $6,400 | $39,819-83.9% | $67,834-90.6% | $57,658-88.9% |
| Participation rate | 100.0% | 61.2%+38.8pp | 68.8%+31.2pp | 70.2%+29.8pp |
| Annual return | 0.73% | 9.19%-8.5pp | 138.47%-137.7pp | 5.13%-4.4pp |
| Employer contribution / active EE | $438 | $1,277-65.7% | $2,403-81.8% | $1,974-77.8% |
| Participant deferral / active EE | $0 | $2,209-100.0% | $3,160-100.0% | $3,061-100.0% |
| Admin fee / account holder | $86 | $84+3.0% | $4,622-98.1% | $95-8.9% |