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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 18 · EIN 13-5674085 | Investment management fees paid direc... | $25,857 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 11 · EIN 22-2611091 | Actuarial | $15,045 |
FREED MAXICK CPAS PC1+ years Filed as: FREED MAXICK CPAS, PC Service code 10 · EIN 45-4051133 | Accounting | $13,300 |
FORVIS, LLP1+ years Filed as: WEISERMAZARS LLP Service code 10 · EIN 13-1459550 | Accounting | $10,950 |
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Participant contribution per participant 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $50,876-100.0% | $19,623-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 15.7%-15.7pp |
| Annual return | -2.62% | -1.05%-1.6pp | -0.97%-1.6pp | -7.14%+4.5pp |
| Employer contribution / active EE | $13,788 | $8,702+58.5% | $22,441-38.6% | $14,613-5.6% |
| Participant deferral / active EE | $0 | $44-100.0% | $183-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $2,730-100.0% | $1,191-100.0% |