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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $36,470 |
Service code 49 · EIN 16-6028820 | Other Services | $25,120 |
BONADIO & CO., LLP9+ years Service code 10 · EIN 16-1131146 | Accounting | $12,800 |
ROBERT PIZZO, ESQ.9+ years Service code 29 · EIN 82-0553395 | Legal | $7,380 |
Service code 49 · EIN 16-6093637 | Other Services | $5,248 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $57,521 | $81,476-29.4% | $102,383-43.8% | $80,925-28.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 13.12% | 25.59%-12.5pp | 24.94%-11.8pp | 35.65%-22.5pp |
| Employer contribution / active EE | $6,623 | $3,105+113.3% | $3,870+71.1% | $2,756+140.3% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $651 | $6,717-90.3% | $8,391-92.2% | $6,940-90.6% |