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| Provider | Service type | Compensation |
|---|---|---|
SES ADVISORS, INC.3+ years Service code 64 · EIN 04-3760707 555 CITY AVENUE, SUITE 910 · BALA CYNWYD, PA 19004 | Recordkeeping Fees | $22,461 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 18 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Investment management fees paid direc... | $16,347 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC EQUITY GROUP Service code 34 · EIN 33-0204776 6 HUTTON CENTRE DRIVE · SOUTH COAST METRO, CA 92707 | Valuation (appraisals, etc.) | $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.
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 | $9,469 | $35,955-73.7% | $78,210-87.9% | $69,631-86.4% |
| Participation rate | 99.8% | 67.2%+32.6pp | 68.7%+31.0pp | 70.7%+29.1pp |
| Annual return | 13.39% | 16.42%-3.0pp | 40.90%-27.5pp | 27571.02%-27557.6pp |
| Employer contribution / active EE | $227 | $1,244-81.7% | $2,034-88.8% | $2,032-88.8% |
| Participant deferral / active EE | $0 | $2,107-100.0% | $2,823-100.0% | $3,224-100.0% |
| Admin fee / account holder | $96 | $86+12.1% | $3,758-97.4% | $110-12.8% |