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| Provider | Service type | Compensation |
|---|---|---|
SES ADVISORS, INC.2+ years Service code 64 · EIN 04-3760707 555 CITY AVENUE, SUITE 910 · BALA CYNWYD, PA 19004 | Recordkeeping Fees | $20,108 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 18 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Sub-transfer agency fees; Investment ... | $16,052 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC EQUITY GROUP Service code 34 · EIN 33-0204776 6 HUTTON CENTRE DRIVE · SOUTH COAST METRO, CA 92707 | Valuation (appraisals, etc.) | $10,290 |
Service code 29 · EIN 33-0829013 10021 WILLOW CREEK ROAD, SUITE 200 · SAN DIEGO, CA 92131 | Legal | $6,726 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $9,196 | $32,085-71.3% | $40,145,923-100.0% | $57,658-84.1% |
| Participation rate | 99.1% | 66.0%+33.1pp | 68.4%+30.7pp | 70.2%+28.8pp |
| Annual return | -6.39% | 9.60%-16.0pp | 5.24%-11.6pp | 5.13%-11.5pp |
| Employer contribution / active EE | $0 | $1,179-100.0% | $1,844-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $0 | $1,957-100.0% | $2,591-100.0% | $3,061-100.0% |
| Admin fee / account holder | $126 | $75+67.2% | $2,903-95.7% | $95+32.8% |