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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 16 PO BOX · LAKEWOOD, NJ 08701 | Consulting | $159,178 |
PABST BREWING COMPANY1+ years Service code 49 · EIN 39-0983896 | Other Services | $149,937 |
HEWITT ASSOCIATES LLC1+ years Service code 11 · EIN 36-2235791 | Actuarial | $137,146 |
Filed as: SCHAFER CULLEN Service code 28 · EIN 13-3089070 | Investment Management | $79,278 |
Filed as: ONE AMERICA Service code 15 · EIN 35-0684623 | Recordkeeping | $44,271 |
BLUE CHIP RETIREMENT PLANS, INC.1+ years Filed as: BLUE HORSESHOE SOLUTIONS Service code 49 11590 NORTH MERIDIAN · CARMEL, IN 46032 | Other Services | $9,180 |
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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $50,876-100.0% | $19,623-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 15.7%-15.7pp |
| Annual return | -4.29% | -1.05%-3.2pp | -0.97%-3.3pp | -7.14%+2.8pp |
| Employer contribution / active EE | $84,571 | $8,702+871.9% | $22,441+276.9% | $14,613+478.7% |
| Participant deferral / active EE | $0 | $44-100.0% | $183-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $2,730-100.0% | $1,191-100.0% |