Filed April 16, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $178,200 |
Filed as: CBIZ MHM, LLC - PHOENIX Service code 10 PO BOX 50034 · LOS ANGELES, CA 900740034 | Accounting | $18,550 |
Filed as: ALLIANT RETIREMENT SERVICES LLC Service code 70 PO BOX 8344 · PASADENA, CA 911098344 | Consulting Fees | $10,625 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,895 | $241,850-66.1% | $102,412-20.0% | $199,960-59.0% |
| Participation rate | 96.0% | 78.3%+17.6pp | 74.5%+21.5pp | 72.0%+24.0pp |
| Annual return | 15.04% | 17.67%-2.6pp | 24.94%-9.9pp | 34.28%-19.2pp |
| Employer contribution / active EE | $4,129 | $4,253-2.9% | $3,870+6.7% | $3,036+36.0% |
| Participant deferral / active EE | $10,656 | $3,961+169.0% | $5,060+110.6% | $5,087+109.5% |
| Admin fee / account holder | $367 | $288+27.3% | $8,388-95.6% | $269+36.2% |