Filed January 30, 2023 (most recent of 7 filings on file)
Total covered: 121 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $29,426 |
BKD, LLP1+ years Filed as: BKD LLP CPAS & ADVISORS Service code 50 · EIN 44-0160260 | Direct Payment | $14,508 |
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 | $47,139 | $58,758-19.8% | $69,779-32.4% | $63,975-26.3% |
| Participation rate | 93.6% | 77.5%+16.1pp | 71.8%+21.7pp | 71.1%+22.4pp |
| Annual return | 6.71% | 18.05%-11.3pp | 12.99%-6.3pp | 48.65%-41.9pp |
| Employer contribution / active EE | $1,115 | $1,973-43.5% | $2,338-52.3% | $2,182-48.9% |
| Participant deferral / active EE | $3,291 | $2,912+13.0% | $2,931+12.3% | $3,356-2.0% |
| Admin fee / account holder | $14 | $71-80.4% | $4,381-99.7% | $70-80.2% |