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| 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 | $80,705-37.0% | $115,768-56.1% | $67,986-25.3% |
| Participation rate | 100.0% | 63.0%+37.0pp | 74.4%+25.6pp | 57.2%+42.8pp |
| Annual return | 6.85% | 18.49%-11.6pp | 100.46%-93.6pp | 31.67%-24.8pp |
| Employer contribution / active EE | $7,620 | $2,046+272.3% | $2,940+159.2% | $2,019+277.5% |
| Participant deferral / active EE | $0 | $3,559-100.0% | $4,917-100.0% | $3,358-100.0% |
| Admin fee / account holder | $854 | $4,135-79.3% | $12,439-93.1% | $3,203-73.3% |