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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $67,076 |
Filed as: CBIZ CPAS, P.C. Service code 70 · EIN 43-1947695 | Consulting Fees | $16,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $75 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,043 | $93,571+67.8% | $135,903+15.6% | $75,163+108.9% |
| Participation rate | 96.4% | 75.2%+21.2pp | 81.9%+14.5pp | 67.2%+29.2pp |
| Annual return | 9.11% | 30.90%-21.8pp | 68.23%-59.1pp | 160.62%-151.5pp |
| Employer contribution / active EE | $1,713 | $3,537-51.6% | $4,856-64.7% | $2,670-35.8% |
| Participant deferral / active EE | $9,341 | $6,404+45.9% | $7,758+20.4% | $4,125+126.4% |
| Admin fee / account holder | $622 | $6,975-91.1% | $10,762-94.2% | $5,651-89.0% |