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| Provider | Service type | Compensation |
|---|---|---|
WILLIAMS KEEPERS LLC4 years Filed as: WILLIAMS KEEPERS Service code 10 · EIN 41-1126847 | Accounting | $15,000 |
MILLIMAN, INC.3 years Service code 15 · EIN 91-0675641 | Recordkeeping | $8,250 |
BENEFIT TRUST COMPANY9+ years Service code 21 · EIN 43-1971558 | Bank Trustee | $6,322 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,249 | $79,171-79.5% | $102,423-84.1% | $74,495-78.2% |
| Participation rate | 99.3% | 74.8%+24.5pp | 76.5%+22.8pp | 67.2%+32.1pp |
| Annual return | 7.85% | 54.93%-47.1pp | 29.32%-21.5pp | 1364.94%-1357.1pp |
| Employer contribution / active EE | $3,378 | $2,362+43.0% | $3,023+11.7% | $2,623+28.8% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $5,053-100.0% | $4,346-100.0% |
| Admin fee / account holder | $200 | $2,001-90.0% | $9,451-97.9% | $1,942-89.7% |