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 | $31,639 |
BKD, LLP2+ years Filed as: BKD LLP CPAS & ADVISORS Service code 50 · EIN 44-0160260 | Direct Payment | $15,225 |
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 | $52,801 | $123,286-57.2% | $75,501-30.1% | $77,958-32.3% |
| Participation rate | 94.6% | 78.8%+15.8pp | 72.4%+22.2pp | 71.6%+23.0pp |
| Annual return | 15.88% | 20.45%-4.6pp | 27.35%-11.5pp | 20.87%-5.0pp |
| Employer contribution / active EE | $1,233 | $2,035-39.4% | $2,352-47.6% | $2,310-46.6% |
| Participant deferral / active EE | $3,520 | $3,095+13.7% | $3,142+12.0% | $3,537-0.5% |
| Admin fee / account holder | $13 | $144-90.7% | $5,801-99.8% | $97-86.2% |