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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 51 151 STOCKADE DRIVE · KINGSTON, NY 12401 | Investment Mgmt Fees | $24,350 |
HELLER PENSION ASSOC., INC.3+ years Service code 49 1363 RTE 9G · HYDE PARK, NY 12538 | Other Services | $10,965 |
CARON & BLETZER, PLLC3+ years Service code 10 51 CHURCH STREET · KINGSTON, NH 03848 | Accounting | $6,750 |
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 | $30,410 | $55,002-44.7% | $59,883-49.2% | $56,287-46.0% |
| Participation rate | 98.6% | 75.9%+22.7pp | 74.7%+23.9pp | 69.9%+28.8pp |
| Annual return | 6.92% | 1.13%+5.8pp | 3.46%+3.5pp | -9.96%+16.9pp |
| Employer contribution / active EE | $1,892 | $2,448-22.7% | $2,722-30.5% | $2,111-10.4% |
| Participant deferral / active EE | $0 | $3,121-100.0% | $3,402-100.0% | $3,350-100.0% |
| Admin fee / account holder | $255 | $236+8.1% | $3,591-92.9% | $521-51.1% |