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| Provider | Service type | Compensation |
|---|---|---|
BERRY DUNN2+ years Service code 10 PO BOX 1100 · PORTLAND, ME 041041100 | Accounting | $10,330 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $810 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,877 | $75,183+99.3% | $123,894+21.0% | $55,167+171.7% |
| Participation rate | 93.9% | 72.8%+21.1pp | 81.4%+12.5pp | 69.0%+24.9pp |
| Annual return | 7.49% | 19.01%-11.5pp | 47.52%-40.0pp | 169.23%-161.7pp |
| Employer contribution / active EE | $3,594 | $2,823+27.3% | $4,617-22.2% | $1,963+83.1% |
| Participant deferral / active EE | $7,150 | $5,084+40.6% | $5,984+19.5% | $3,054+134.1% |
| Admin fee / account holder | $45 | $663-93.2% | $8,357-99.5% | $504-91.0% |