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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,039 | $89,753-33.1% | $107,525-44.2% | $84,808-29.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 9.15% | 29.48%-20.3pp | 181.32%-172.2pp | 40.90%-31.7pp |
| Employer contribution / active EE | $7,057 | $3,113+126.7% | $3,754+88.0% | $2,631+168.2% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $689 | $7,222-90.5% | $8,919-92.3% | $7,344-90.6% |