Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $40,426 |
THE BANK OF NEW YORK MELLON5 years Filed as: BANK OF AMERICA NA Service code 16 · EIN 13-5674085 | Consulting | $38,374 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,998 | $93,598-7.1% | $135,974-36.0% | $75,173+15.7% |
| Participation rate | 89.9% | 75.2%+14.7pp | 81.9%+7.9pp | 67.2%+22.7pp |
| Annual return | 14.64% | 30.89%-16.2pp | 68.30%-53.7pp | 160.72%-146.1pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,750 | $6,405+5.4% | $7,760-13.0% | $4,126+63.6% |
| Admin fee / account holder | $1,196 | $6,978-82.9% | $10,767-88.9% | $5,651-78.8% |