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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MML INVESTORS SERVICES, LLC Service code 27 C/O CONDUENT · SPRINGFIELD, MA 01102 | Advisory (Plan) | $47,368 |
ESOP PARTNERS LLC1 year Filed as: ESOP PARTNERS Service code 15 · EIN 20-5396546 3601 E EVERGREEN DRIVE · APPLETON, WI 54913 | Recordkeeping | $35,940 |
Filed as: BLUE & CO LLC FEE Service code 10 12800 N. MERIDIAN ST. · CARMEL, IN 46032 | Accounting | $15,000 |
WILMINGTON TRUST1 year Filed as: PENCHECKS TRUST COMPANY OF AMERICA Service code 49 · EIN 33-6134835 5500 GROSSMONT CENTER DRIVE · LA MESA, CA 91942 | Other Services | $7,140 |
KP LYNCH CPA PC1 year Filed as: LYNCH, COX, GILMAN, & GOODMAN Service code 29 500 W JEFFERSON ST · LOUISVILLE, KY 40202 | Legal | $5,320 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,129 | $85,022-89.3% | $70,515-87.1% | $139,434-93.5% |
| Participation rate | 0.0% | 73.9%-73.9pp | 68.3%-68.3pp | 80.3%-80.3pp |
| Annual return | -73.22% | 30.38%-103.6pp | 32.77%-106.0pp | 372.94%-446.2pp |
| Employer contribution / active EE | $0 | $3,909-100.0% | $2,973-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $0 | $5,890-100.0% | $4,567-100.0% | $6,710-100.0% |
| Admin fee / account holder | $535 | $8,906-94.0% | $6,412-91.7% | $11,403-95.3% |