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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF AMERICA NA Service code 27 · EIN 13-5674085 | Advisory (Plan) | $76,866 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $48,370 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $1,062 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,930 | $76,696+34.2% | $96,515+6.6% | $71,511+43.9% |
| Participation rate | 93.2% | 66.6%+26.6pp | 74.3%+18.8pp | 67.9%+25.2pp |
| Annual return | 11.66% | 48.32%-36.7pp | 35.73%-24.1pp | 28.86%-17.2pp |
| Employer contribution / active EE | $5,214 | $3,032+72.0% | $3,740+39.4% | $2,589+101.4% |
| Participant deferral / active EE | $9,213 | $3,770+144.4% | $4,880+88.8% | $4,291+114.7% |
| Admin fee / account holder | $950 | $2,030-53.2% | $6,735-85.9% | $1,588-40.2% |