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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL, LYNCH, PIERCE, FENNER & SM Service code 18 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Sub-transfer agency fees; Investment ... | $152,882 |
BENEFIT RESOURCES, INC.1 year Service code 14 · EIN 76-0560949 8441 GULF FREEWAY, SUITE 304 · HOUSTON, TX 77017 | Plan Administrator | $28,203 |
RETIREMENT, LLC5+ years Service code 29 · EIN 26-3723532 13838 QUAIL POINTE DRIVE, SUITE B · OKLAHOMA CITY, OK 73134 | Legal | $17,685 |
MCAFEE & TAFT5+ years Service code 10 · EIN 73-0781676 2 LEADERSHIP SQUARE, 10TH FLOOR · OKLAHOMA CITY, OK 73102 | Accounting | $8,603 |
CUBIC ASSET MANAGEMENT2 years Service code 28 · EIN 65-1312579 800 BOYLSTON STREET, SUITE 2830 · BOSTON, MA 02199 | Investment Management | $7,564 |
ULLICO2 years Filed as: THE UNION LABOR LIFE INSURANCE COMP Service code 28 · EIN 13-1423090 8403 COLESVILLE ROAD, 13TH FLOOR · SILVER SPRING, MD 20910 | Investment Management | $6,070 |
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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 | $46,244-100.0% | $362,723-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 2.8%-2.8pp |
| Annual return | 20.48% | 11.52%+9.0pp | 10.56%+9.9pp | 16.32%+4.2pp |
| Employer contribution / active EE | $10,536 | $11,821-10.9% | $30,197-65.1% | $17,007-38.0% |
| Participant deferral / active EE | $0 | $406-100.0% | $33-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $2,168-100.0% | $127-100.0% |