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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH Service code 19 · EIN 13-5674085 | Securities Custodian | $66,217 |
WEAVER AND TIDWELL, LLP2 years Filed as: WEAVER AND TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $30,975 |
THE SEGAL COMPANY10+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $11,000 |
Service code 29 · EIN 27-3629002 | Legal | $9,865 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,817 | $81,777-37.9% | $148,496-65.8% | $69,733-27.1% |
| Participation rate | 100.0% | 70.9%+29.1pp | 76.0%+24.0pp | 62.5%+37.5pp |
| Annual return | 6.85% | 14.38%-7.5pp | 12.33%-5.5pp | 15.22%-8.4pp |
| Employer contribution / active EE | $7,620 | $2,488+206.2% | $3,497+117.9% | $2,250+238.6% |
| Participant deferral / active EE | $0 | $3,367-100.0% | $4,808-100.0% | $3,054-100.0% |
| Admin fee / account holder | $854 | $2,991-71.4% | $19,547-95.6% | $3,102-72.5% |