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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 16-6028820 | Other Services | $49,033 |
MERRIL LYNCH2 years Service code 28 · EIN 13-5674085 | Investment Management | $34,375 |
BONADIO & CO., LLP5+ years Service code 10 · EIN 16-1131146 | Accounting | $12,400 |
LIFETIME BENEFIT SOLUTIONS5+ years Service code 15 70 METRO PARK · ROCHESTER, NY 14623 | Recordkeeping | $7,328 |
Service code 49 · EIN 16-6093637 | Other Services | $5,385 |
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 | $49,080 | $72,273-32.1% | $101,275-51.5% | $79,856-38.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 9.82% | 22.30%-12.5pp | 46.48%-36.7pp | 31.71%-21.9pp |
| Employer contribution / active EE | $7,346 | $2,691+172.9% | $3,660+100.7% | $2,471+197.2% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $767 | $4,401-82.6% | $5,948-87.1% | $5,306-85.5% |