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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-2740599 | Advisory (Plan) | $216,053 |
BEDERSON LLP2+ years Service code 10 · EIN 22-2978848 | Accounting | $36,500 |
STATEWIDE HEALTH DATA SYSTEM2+ years Service code 99 · EIN 22-3164169 | Other Fees | $35,889 |
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $14,936 |
Filed as: ZAZZALI LAW FIRM Service code 29 · EIN 22-1973215 | Legal | $11,043 |
THE SEGAL COMPANY2+ years Filed as: SEGAL Service code 11 · EIN 13-1835864 | Actuarial | $4,839 |
NGL GROUP LLC2+ years Filed as: NGL GROUP Service code 22 · EIN 11-2334973 | Insurance Broker | $4,316 |
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 | $15,605 | $80,354-80.6% | $133,975-88.4% | $63,975-75.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | 9.80% | 13.11%-3.3pp | 29.29%-19.5pp | 48.65%-38.9pp |
| Employer contribution / active EE | $3,514 | $3,503+0.3% | $5,211-32.6% | $2,182+61.1% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $119 | $69+72.3% | $9,324-98.7% | $70+69.6% |