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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $40,674 |
Service code 49 · EIN 16-6028820 | Other Services | $25,860 |
BONADIO & CO., LLP10+ years Service code 10 · EIN 16-1131146 | Accounting | $12,900 |
ROBERT PIZZO, ESQ.10+ years Service code 29 · EIN 82-0553395 | Legal | $8,059 |
Filed as: BPAS, INC. Service code 15 706 N. CLINTON STREET · SYRACUSE, NY 13204 | Recordkeeping | $6,250 |
Service code 49 · EIN 16-6093637 | Other Services | $5,367 |
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.
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 | $60,039 | $88,672-32.3% | $105,223-42.9% | $82,448-27.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 9.15% | 30.86%-21.7pp | 180.65%-171.5pp | 41.64%-32.5pp |
| Employer contribution / active EE | $7,057 | $3,048+131.5% | $3,689+91.3% | $2,551+176.6% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $689 | $7,146-90.4% | $8,859-92.2% | $7,234-90.5% |