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| Provider | Service type | Compensation |
|---|---|---|
MSPC10+ years Service code 10 · EIN 22-2951202 | Accounting | $31,649 |
Service code 28 · EIN 13-2889432 | Investment Management | $22,215 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $17,000 |
Service code 29 · EIN 13-4212610 | Legal | $15,220 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $11,000 |
STONE CASTLE REALTY10+ years Service code 32 · EIN 13-2891975 | Direct payment from the plan; Real es... | $8,445 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,813 | $129,227-82.3% | $184,256-87.6% | $77,762-70.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 11.03% | 33.24%-22.2pp | 28.85%-17.8pp | 31.27%-20.2pp |
| Employer contribution / active EE | $3,108 | $4,412-29.6% | $6,427-51.6% | $2,728+13.9% |
| Participant deferral / active EE | $0 | $7,307-100.0% | $9,133-100.0% | $4,651-100.0% |
| Admin fee / account holder | $225 | $256-12.1% | $13,899-98.4% | $433-48.1% |