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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-2740599 | Advisory (Plan) | $140,220 |
STATEWIDE HEALTH DATA SYSTEM4+ years Service code 99 · EIN 22-3164169 | Other Fees | $45,782 |
BEDERSON LLP4+ years Service code 10 · EIN 22-2978848 | Accounting | $33,145 |
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $16,772 |
NGL GROUP LLC4+ years Filed as: NGL GROUP Service code 23 · EIN 11-2334973 | Insurance services | $6,611 |
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 | $18,346 | $82,546-77.8% | $140,019-86.9% | $75,289-75.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 72.4%+27.6pp |
| Annual return | -0.95% | -0.36%-0.6pp | 651.15%-652.1pp | -0.04%-0.9pp |
| Employer contribution / active EE | $4,055 | $3,856+5.2% | $5,605-27.7% | $2,405+68.6% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $119 | $86+38.6% | $10,705-98.9% | $102+16.2% |