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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 28 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Investment Management | $15,430 |
LIMSKY KYPRIOTIS & CO.3+ years Service code 10 220 RIDGEDALE AVENUE · FLORHAM PARK, NJ 07932 | Accounting | $7,500 |
SENTINEL PENSION ADVISORS3+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 17 100 QUANNAPOWITT PARKWAY · WAKEFIELD, MA 01880 | Pension Consulting | $5,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,806 | $81,070-69.4% | $86,582-71.3% | - |
| Participation rate | 16.2% | 69.8%-53.6pp | 73.5%-57.4pp | - |
| Annual return | 10.00% | 13.68%-3.7pp | 965.08%-955.1pp | - |
| Employer contribution / active EE | $0 | $2,009-100.0% | $2,839-100.0% | - |
| Participant deferral / active EE | $0 | $3,009-100.0% | $3,609-100.0% | - |
| Admin fee / account holder | $307 | $2,785-89.0% | $4,904-93.7% | - |