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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $60,669 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $42,493 |
DIMICK, HYDE, & LEWIS, PC3 years Service code 13 · EIN 73-1158890 | Contract Administrator | $28,985 |
MCAFEE & TAFT4 years Service code 29 · EIN 73-0781676 | Legal | $13,887 |
Service code 10 · EIN 73-0941849 | Accounting | $9,750 |
IMA WEALTH INC3 years Filed as: IMA SELECT Service code 23 · EIN 26-3811485 | Insurance services; Other insurance f... | $7,684 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,828 | $111,608-35.6% | $177,848-59.6% | $73,412-2.2% |
| Participation rate | 89.8% | 87.9%+1.9pp | 87.7%+2.0pp | 72.2%+17.6pp |
| Annual return | 4.57% | 18.23%-13.7pp | 48.33%-43.8pp | 59.30%-54.7pp |
| Employer contribution / active EE | $2,285 | $3,796-39.8% | $5,919-61.4% | $2,234+2.3% |
| Participant deferral / active EE | $646 | $6,199-89.6% | $7,714-91.6% | $3,806-83.0% |
| Admin fee / account holder | $408 | $166+146.7% | $12,431-96.7% | $158+158.7% |