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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE FENNER & SMIT Service code 18 · EIN 13-5674085 | Investment management fees paid indir... | $78,798 |
NATIONAL EMPLOYEE BENEFIT ADMIN1+ years Filed as: NATIONAL EMPLOYEE BENEFITS ADMINIST Service code 14 · EIN 65-0498809 | Plan Administrator | $78,000 |
REINHART BOERNER VAN DEUREN S.C.1+ years Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1120909 | Legal | $37,842 |
WARREN AVERETT, LLC1+ years Filed as: AVERETT WARMUS DURKEE, PA Service code 10 · EIN 59-3214308 | Accounting | $24,500 |
SAWGRASS ASSET MANAGEMENT1+ years Filed as: SAWGRASS ASSET MANAGEMENT LLC Service code 51 · EIN 59-3488505 | Investment Mgmt Fees | $22,633 |
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 | $33,425 | $50,498-33.8% | $75,784-55.9% | $55,191-39.4% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | 0.19% | 1.80%-1.6pp | 9.68%-9.5pp | 10.78%-10.6pp |
| Employer contribution / active EE | $6,197 | $2,291+170.5% | $3,323+86.5% | $1,899+226.4% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $349 | $123+183.8% | $5,300-93.4% | $91+284.6% |