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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON3 years Filed as: PERSHING LLC Service code 33 · EIN 13-2741729 | Securities brokerage | $0 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO FIRST CLEARING LLC. Service code 33 · EIN 23-2384840 | Securities brokerage | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,060 | $66,457+22.0% | $81,438-0.5% | $77,671+4.4% |
| Participation rate | 99.7% | 68.7%+30.9pp | 69.5%+30.1pp | 70.6%+29.1pp |
| Annual return | 23.01% | 15.93%+7.1pp | 24.74%-1.7pp | 31.21%-8.2pp |
| Employer contribution / active EE | $4,110 | $2,159+90.3% | $2,460+67.0% | $2,726+50.7% |
| Participant deferral / active EE | $0 | $3,679-100.0% | $3,883-100.0% | $4,648-100.0% |
| Admin fee / account holder | $708 | $583+21.5% | $5,764-87.7% | $430+64.5% |