Filed August 12, 2022 (most recent of 100 filings on file)
Total covered: 3,111 employees
| Provider | Service type | Compensation |
|---|---|---|
LCG ASSOCIATES, INC.1 year Service code 50 · EIN 75-1680350 | Direct Payment | $142,269 |
BDO USA, LLP1 year Filed as: BDO Service code 50 · EIN 13-5381590 | Direct Payment | $108,356 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $53,953 |
MCGUIRE WOODS1 year Filed as: MCGUIRE WOODS LLP Service code 29 · EIN 54-0505857 | Legal | $17,158 |
MAZURSKY CONSTANTINE LLC1 year Service code 29 · EIN 27-3547321 | Legal | $15,357 |
Service code 50 · EIN 20-2894624 | Direct Payment | $9,046 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $96,965-100.0% | $97,995-100.0% | $147,587-100.0% |
| Participation rate | 0.0% | 83.6%-83.6pp | 82.4%-82.4pp | 82.8%-82.8pp |
| Annual return | 15.56% | 24.11%-8.6pp | 23.94%-8.4pp | 578.60%-563.0pp |
| Employer contribution / active EE | $0 | $4,536-100.0% | $4,158-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $5,081-100.0% | $5,097-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $8,120-100.0% | $5,943-100.0% | $10,886-100.0% |