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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 200 PARK AVENUE 13TH FLOOR · NY, NY 10166 | Advisory (Participants) | $45,747 |
TMI CPA, P.C.1 year Service code 10 · EIN 47-2426908 | Accounting | $12,000 |
Filed as: COLONIAL SURETY COMPANY Service code 23 123 TICE BLVD, SUITE 250 · WOODCLIFF LAKE, NJ 07677 | Direct payment from the plan; Insuran... | $7,676 |
MLF CONSULTING GROUP INC4+ years Service code 11 · EIN 04-3629856 181 SOUTH FRANKLIN AVE SUITE 202 · VALLEY STREAM, NY 11581 | Actuarial | $4,500 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,978 | $45,087-44.6% | $69,483-64.1% | $72,976-65.8% |
| Participation rate | 97.7% | 68.5%+29.2pp | 74.6%+23.1pp | 69.5%+28.2pp |
| Annual return | 3.70% | 22.67%-19.0pp | 28.99%-25.3pp | 81.02%-77.3pp |
| Employer contribution / active EE | $6,805 | $2,055+231.1% | $2,780+144.8% | $2,440+178.9% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,537-100.0% | $3,608-100.0% |
| Admin fee / account holder | $291 | $3,057-90.5% | $3,841-92.4% | $5,124-94.3% |