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| Provider | Service type | Compensation |
|---|---|---|
BENEFITS MANAGEMENT GROUP, INC.2+ years Filed as: BENEFITS MANAGEMENT GROUP, INC Service code 14 · EIN 20-0188125 | Plan Administrator | $24,000 |
Filed as: MERRILL LYNCH Service code 19 · EIN 13-5674085 | Securities Custodian | $13,800 |
KERBER, ECK & BRAECKEL LLP2+ years Service code 10 · EIN 43-0352985 | Accounting | $12,773 |
CAVANAGH & O'HARA1 year Service code 29 · EIN 37-1259635 | Legal | $9,109 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,618 | $46,100-96.5% | $86,581-98.1% | $69,631-97.7% |
| Participation rate | 99.7% | 67.2%+32.5pp | 73.5%+26.2pp | 70.7%+29.0pp |
| Annual return | 9.78% | 21.02%-11.2pp | 965.06%-955.3pp | 27571.02%-27561.2pp |
| Employer contribution / active EE | $1,650 | $1,850-10.8% | $2,840-41.9% | $2,032-18.8% |
| Participant deferral / active EE | $0 | $2,432-100.0% | $3,609-100.0% | $3,224-100.0% |
| Admin fee / account holder | $35 | $94-63.1% | $4,904-99.3% | $110-68.6% |