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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 1305 WALT WHITMAN ROAD · MELVILLE, NY 11747 | Investment Management | $106,204 |
BENESYS, INC.4 years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $78,798 |
LINDQUIST LLP1 year Service code 10 · EIN 52-2385296 | Accounting | $36,503 |
WEINBERG, ROGER & ROSENFELD4 years Service code 29 · EIN 94-2458080 | Legal | $23,833 |
GRANDFLOW1 year Service code 49 · EIN 94-3211239 | Other Services | $8,286 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $7,052 | $46,219-84.7% | $89,414-92.1% | $90,274-92.2% |
| Participation rate | 100.0% | 44.9%+55.1pp | 68.0%+32.0pp | 73.4%+26.6pp |
| Annual return | 7.80% | 25.71%-17.9pp | 245.50%-237.7pp | 53.97%-46.2pp |
| Employer contribution / active EE | $2,306 | $953+142.0% | $2,586-10.8% | $2,523-8.6% |
| Participant deferral / active EE | $0 | $2,136-100.0% | $3,890-100.0% | $4,231-100.0% |
| Admin fee / account holder | $67 | $147-54.6% | $4,883-98.6% | $114-41.5% |