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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL, LYNCH, PIERCE, FENNER & SM Service code 18 · EIN 13-5674085 | Investment management fees paid direc... | $192,022 |
BENEFIT RESOURCES, INC.6 years Service code 14 · EIN 76-0560949 | Plan Administrator | $45,373 |
EDWARDS AND LEATHERS, P.C.3 years Filed as: EDWARDS & LEATHERS, P.C. Service code 10 · EIN 20-8739519 | Accounting | $21,208 |
DEFINITI LLC1 year Service code 11 · EIN 85-0833363 | Actuarial | $16,705 |
ULLICO7 years Filed as: THE UNION LABOR LIFE INSURANCE COMP Service code 28 · EIN 81-3142309 | Investment Management | $12,640 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $62,678-100.0% | $201,416-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 32.7%-32.7pp | 11.0%-11.0pp |
| Annual return | 9.73% | 7.29%+2.4pp | 8.10%+1.6pp | 8.21%+1.5pp |
| Employer contribution / active EE | $11,284 | $9,759+15.6% | $28,649-60.6% | $13,841-18.5% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $788-100.0% | $60,136-100.0% | $1,652-100.0% |