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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 26 · EIN 13-5674085 | Advisory (Participants) | $227,508 |
BENEFIT PLANNING CONSULTANTS3+ years Service code 14 · EIN 36-3036100 | Plan Administrator | $66,392 |
Service code 10 · EIN 30-0510353 | Accounting | $24,835 |
GREGORIO MARCO3+ years Filed as: GREGORIO & ASSOCIATES Service code 29 · EIN 36-4028033 | Legal | $14,291 |
IRONWORKERS LOCAL UNION 3803+ years Service code 14 · EIN 37-6122834 | Plan Administrator | $6,000 |
JEREMY PALMER1 year Filed as: JEREMY OCHS Service code 20 · EIN 37-6122834 | Trustee (individual) | $5,290 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,140 | $56,443+11.9% | $83,830-24.7% | $55,725+13.3% |
| Participation rate | 64.1% | 72.0%-7.9pp | 76.1%-12.0pp | 70.9%-6.8pp |
| Annual return | 6.03% | 393.67%-387.6pp | 850.97%-844.9pp | 244.93%-238.9pp |
| Employer contribution / active EE | $3,875 | $2,682+44.5% | $3,631+6.7% | $2,078+86.5% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $455 | $156+191.4% | $5,479-91.7% | $115+295.3% |