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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $33,164 |
Service code 49 · EIN 16-6028820 | Other Services | $23,493 |
BONADIO & CO., LLP8+ years Service code 10 · EIN 16-1131146 | Accounting | $12,800 |
ROBERT PIZZO, ESQ.8+ years Service code 29 · EIN 82-0553395 | Legal | $6,900 |
LIFETIME BENEFIT SOLUTIONS8+ years Service code 15 70 METRO PARK · ROCHESTER, NY 14623 | Recordkeeping | $6,494 |
Service code 49 · EIN 16-6093637 | Other Services | $5,107 |
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 | $52,811 | $73,978-28.6% | $96,515-45.3% | $75,173-29.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 7.28% | 26.72%-19.4pp | 35.73%-28.5pp | 160.72%-153.4pp |
| Employer contribution / active EE | $6,589 | $2,931+124.8% | $3,740+76.2% | $2,671+146.7% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $642 | $5,219-87.7% | $6,735-90.5% | $5,651-88.6% |