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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 |
BPAS1 year 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 | $96,731-37.9% | $123,973-51.6% | $86,983-31.0% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 9.15% | 17.33%-8.2pp | 388.13%-379.0pp | 25.83%-16.7pp |
| Employer contribution / active EE | $7,057 | $3,297+114.0% | $4,126+71.1% | $2,584+173.1% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $689 | $8,722-92.1% | $11,799-94.2% | $7,856-91.2% |