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| Provider | Service type | Compensation |
|---|---|---|
WILLIAMS KEEPERS LLC5 years Filed as: WILLIAMS KEEPERS Service code 10 · EIN 41-1126847 | Accounting | $16,000 |
BENEFIT TRUST COMPANY10+ years Service code 21 · EIN 43-1971558 | Bank Trustee | $7,783 |
MILLIMAN, INC.4 years Service code 15 · EIN 91-0675641 | Recordkeeping | $7,500 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,994 | $85,515-79.0% | $112,040-83.9% | $67,986-73.5% |
| Participation rate | 99.4% | 68.2%+31.1pp | 76.5%+22.9pp | 57.2%+42.1pp |
| Annual return | 9.52% | 29.68%-20.2pp | 24.52%-15.0pp | 31.67%-22.1pp |
| Employer contribution / active EE | $3,226 | $2,191+47.2% | $2,954+9.2% | $2,019+59.8% |
| Participant deferral / active EE | $0 | $4,014-100.0% | $5,098-100.0% | $3,358-100.0% |
| Admin fee / account holder | $198 | $3,774-94.8% | $12,098-98.4% | $3,203-93.8% |