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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 18 · EIN 13-5674085 | Securities brokerage; Custodial (othe... | $121,698 |
TRI-AD ACTUARIES, INC.1+ years Filed as: TRI-STATE PLAN ADMINISTRATION Service code 15 · EIN 31-1214674 | Recordkeeping | $17,245 |
HORAN CAPITAL ADVISORS1+ years Service code 27 · EIN 27-1658127 | Advisory (Plan) | $13,523 |
SCHEAR & SCHEAR1+ years Service code 10 · EIN 31-1397714 | Accounting | $9,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,906 | $57,108+71.4% | $94,229+3.9% | $52,331+87.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | -1.95% | 1.47%-3.4pp | 10.68%-12.6pp | 4.54%-6.5pp |
| Employer contribution / active EE | $4,263 | $1,735+145.7% | $3,587+18.9% | $1,882+126.6% |
| Participant deferral / active EE | $4,165 | $3,040+37.0% | $4,320-3.6% | $3,022+37.8% |
| Admin fee / account holder | $813 | $546+48.8% | $6,269-87.0% | $592+37.4% |