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| Provider | Service type | Compensation |
|---|---|---|
MICHAEL PETERSON2 years Service code 25 · EIN 41-1926163 162 HICKORY LEDGE LANE · WINNSBORO, SC 29180 | Directed Trustee | $40,000 |
Service code 13 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $21,844 |
KATZ, SAPPER & MILLER2 years Service code 10 · EIN 35-1090346 800 E 96TH ST. · INDIANAPOLIS, IN 46240 | Accounting | $13,000 |
BMO HARRIS BANK NA2 years Filed as: M&T BANK Service code 65 · EIN 16-0968385 120 WHITE PLAINS RD. · TARRYTOWN, NY 10591 | Account Maintenance | $5,213 |
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.)
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,981 | $87,870-84.1% | $113,168-87.6% | $74,304-81.2% |
| Participation rate | 97.8% | 70.7%+27.1pp | 76.6%+21.2pp | 60.3%+37.5pp |
| Annual return | -33.98% | 26.44%-60.4pp | 24.27%-58.2pp | 29.43%-63.4pp |
| Employer contribution / active EE | $0 | $2,277-100.0% | $2,975-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $0 | $4,241-100.0% | $5,107-100.0% | $3,767-100.0% |
| Admin fee / account holder | $391 | $3,368-88.4% | $12,068-96.8% | $2,969-86.8% |