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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.3 years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $57,714 |
Filed as: MERRILL LYNCH Service code 28 1305 WALT WHITMAN ROAD · MELVILLE, NY 11747 | Investment Management | $41,452 |
WEINBERG, ROGER & ROSENFELD3 years Service code 29 · EIN 94-2458080 | Legal | $27,120 |
LINDQUIST LLP1 year Filed as: LINDQUIST Service code 10 · EIN 52-2385296 | Accounting | $22,993 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,582 | $41,617-89.0% | $84,628-94.6% | $77,775-94.1% |
| Participation rate | 100.0% | 45.0%+55.0pp | 68.2%+31.8pp | 73.2%+26.8pp |
| Annual return | 4.94% | 24.97%-20.0pp | 258.80%-253.9pp | 32.58%-27.6pp |
| Employer contribution / active EE | $2,077 | $1,061+95.7% | $2,653-21.7% | $2,504-17.1% |
| Participant deferral / active EE | $0 | $2,129-100.0% | $3,900-100.0% | $3,966-100.0% |
| Admin fee / account holder | $43 | $121-64.1% | $4,914-99.1% | $100-56.6% |