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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH WEALTH MANAGEMENT Service code 19 · EIN 13-5674085 | Securities Custodian | $77,814 |
LOCAL 1102 RWDSU1 year Filed as: I.B.O.T.U. LOCAL 713 Service code 49 400 GARDEN CITY PLAZA SUITE 106 · GARDEN CITY, NY 11530 | Other Services | $76,367 |
WAGNER & ZWERMAN LLP5+ years Service code 10 · EIN 11-2836481 | Accounting | $10,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $410 | $106,734-99.6% | $75,900-99.5% | $89,609-99.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 69.3%+30.7pp | 69.6%+30.4pp |
| Annual return | 11.03% | 24.20%-13.2pp | 30.73%-19.7pp | 33.65%-22.6pp |
| Employer contribution / active EE | $145 | $3,939-96.3% | $2,501-94.2% | $2,584-94.4% |
| Participant deferral / active EE | $0 | $3,965-100.0% | $3,604-100.0% | $4,222-100.0% |
| Admin fee / account holder | $4 | $80-94.5% | $5,421-99.9% | $72-93.8% |