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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 | $77,670-34.6% | $125,529-59.5% | $65,306-22.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 74.7%+25.3pp | 57.7%+42.3pp |
| Annual return | 6.85% | 15.16%-8.3pp | 202.56%-195.7pp | 21.94%-15.1pp |
| Employer contribution / active EE | $7,620 | $2,099+262.9% | $3,058+149.2% | $1,967+287.3% |
| Participant deferral / active EE | $0 | $3,095-100.0% | $4,813-100.0% | $2,959-100.0% |
| Admin fee / account holder | $854 | $3,598-76.3% | $16,298-94.8% | $3,480-75.5% |