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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 | $66,459+22.0% | $81,353-0.4% | $77,736+4.3% |
| Participation rate | 99.7% | 68.7%+31.0pp | 69.5%+30.1pp | 70.6%+29.1pp |
| Annual return | 23.01% | 15.95%+7.1pp | 24.82%-1.8pp | 31.26%-8.2pp |
| Employer contribution / active EE | $4,110 | $2,156+90.6% | $2,464+66.8% | $2,728+50.7% |
| Participant deferral / active EE | $0 | $3,674-100.0% | $3,885-100.0% | $4,651-100.0% |
| Admin fee / account holder | $708 | $585+21.0% | $5,766-87.7% | $433+63.4% |