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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH Service code 13 · EIN 13-5674085 | Contract Administrator | $135,952 |
USI CONSULTING GROUP4 years Service code 11 · EIN 06-1053228 | Actuarial | $56,832 |
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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 | $0 | $75,644-100.0% | $106,128-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.9%-11.9pp | 12.2%-12.2pp | 11.0%-11.0pp |
| Annual return | 5.90% | 7.25%-1.4pp | 5.04%+0.9pp | 8.21%-2.3pp |
| Employer contribution / active EE | $81,276 | $13,308+510.7% | $26,454+207.2% | $13,841+487.2% |
| Participant deferral / active EE | $0 | $61-100.0% | $78-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $16,625-100.0% | $1,652-100.0% |