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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-2740599 | Advisory (Plan) | $107,468 |
BEDERSON LLP1+ years Service code 10 · EIN 22-2978848 | Accounting | $39,060 |
STATEWIDE HEALTH DATA SYSTEM1+ years Service code 99 · EIN 22-3164169 | Other Fees | $32,157 |
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $14,810 |
Filed as: ZAZZALI LAW FIRM Service code 29 · EIN 22-1973215 | Legal | $14,640 |
SLEVIN & HART, P.C.1+ years Filed as: SLEVIN & HART Service code 29 · EIN 52-1708613 | Legal | $14,352 |
THE SEGAL COMPANY1+ years Filed as: SEGAL Service code 11 · EIN 13-1835864 | Actuarial | $9,368 |
PROGRESSIVE 4 COLOR1+ years Service code 36 · EIN 27-0461304 | Copying and duplicating | $6,091 |
NGL GROUP LLC1+ years Filed as: NGL GROUP Service code 22 · EIN 11-2334973 | Insurance Broker | $5,209 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,802 | $75,760-81.8% | $123,106-88.8% | $59,188-76.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 86.8%+13.2pp | 69.4%+30.6pp |
| Annual return | -1.16% | 2.93%-4.1pp | 13.22%-14.4pp | 5.51%-6.7pp |
| Employer contribution / active EE | $3,957 | $3,415+15.9% | $5,151-23.2% | $2,098+88.6% |
| Participant deferral / active EE | $0 | $5,000-100.0% | $6,229-100.0% | $3,265-100.0% |
| Admin fee / account holder | $129 | $61+111.5% | $9,015-98.6% | $92+39.3% |