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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,981 | $85,515-83.7% | $112,040-87.5% | $67,986-79.4% |
| Participation rate | 97.8% | 68.2%+29.6pp | 76.5%+21.3pp | 57.2%+40.6pp |
| Annual return | -33.98% | 29.68%-63.7pp | 24.52%-58.5pp | 31.67%-65.6pp |
| Employer contribution / active EE | $0 | $2,191-100.0% | $2,954-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $0 | $4,014-100.0% | $5,098-100.0% | $3,358-100.0% |
| Admin fee / account holder | $391 | $3,774-89.7% | $12,098-96.8% | $3,203-87.8% |