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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 26 · EIN 13-5674085 | Advisory (Participants) | $234,763 |
BENEFIT PLANNING CONSULTANTS2+ years Service code 14 · EIN 36-3036100 | Plan Administrator | $66,392 |
Service code 10 · EIN 30-0510353 | Accounting | $41,845 |
BRIAN FREEMAN2+ years Filed as: BRIAN DISKIN Service code 20 · EIN 37-6122834 | Trustee (individual) | $16,150 |
GREGORIO MARCO2+ years Filed as: GREGORIO & ASSOCIATES Service code 29 · EIN 36-4028033 | Legal | $12,854 |
IRONWORKERS LOCAL UNION 3802+ years Service code 14 · EIN 37-6122834 | Plan Administrator | $6,000 |
CHRIS MCDANIEL2+ years Filed as: CHRIS KUHNE Service code 20 · EIN 37-6122834 | Trustee (individual) | $5,295 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,831 | $60,545-7.8% | $92,240-39.5% | $69,631-19.8% |
| Participation rate | 76.4% | 72.2%+4.2pp | 76.5%-0.1pp | 70.7%+5.7pp |
| Annual return | 6.55% | 19.71%-13.2pp | 176.29%-169.7pp | 27571.02%-27564.5pp |
| Employer contribution / active EE | $3,995 | $2,633+51.7% | $3,680+8.6% | $2,032+96.6% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $419 | $145+189.3% | $5,194-91.9% | $110+279.2% |