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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 51 151 STOCKADE DRIVE · KINGSTON, NY 12401 | Investment Mgmt Fees | $24,352 |
HELLER PENSION ASSOC., INC.5+ years Service code 49 1363 ROUTE 9G · HYDE PARK, NY 12538 | Other Services | $11,070 |
CARON & BLETZER, PLLC5+ years Service code 10 51 CHURCH STREET · KINGSTON, OH 03848 | Accounting | $7,500 |
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 | $32,836 | $65,322-49.7% | $70,462-53.4% | $73,493-55.3% |
| Participation rate | 97.3% | 77.0%+20.3pp | 75.1%+22.2pp | 70.7%+26.6pp |
| Annual return | 3.76% | 15.71%-12.0pp | 109.08%-105.3pp | 28.51%-24.8pp |
| Employer contribution / active EE | $2,381 | $2,460-3.2% | $2,737-13.0% | $2,270+4.9% |
| Participant deferral / active EE | $0 | $3,375-100.0% | $3,710-100.0% | $3,740-100.0% |
| Admin fee / account holder | $268 | $214+25.3% | $3,845-93.0% | $513-47.7% |