Filed August 4, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
DOWELL GROUP LLP1 year Filed as: DOWELL GROUP, LLP Service code 10 · EIN 36-4027344 | Accounting | $13,663 |
Filed as: MERRILL LYNCH PIERCE FENNER Service code 28 · EIN 13-5674085 | Investment Management | $9,389 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,102 | $63,114+25.3% | $92,909-14.9% | $65,185+21.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 3.38% | 28.75%-25.4pp | 109.44%-106.1pp | 29.38%-26.0pp |
| Employer contribution / active EE | $3,204 | $2,571+24.6% | $3,653-12.3% | $2,177+47.2% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $114 | $624-81.7% | $5,795-98.0% | $847-86.5% |