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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $30,791 |
WIPFLI LLP7 years Service code 10 · EIN 39-0758449 | Accounting | $21,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,397 | $65,092+204.8% | $143,799+38.0% | $66,938+196.4% |
| Participation rate | 89.2% | 65.2%+23.9pp | 80.3%+8.8pp | 69.8%+19.3pp |
| Annual return | -16.83% | -11.14%-5.7pp | -0.04%-16.8pp | 1.58%-18.4pp |
| Employer contribution / active EE | $10,887 | $2,362+361.0% | $4,952+119.8% | $2,545+327.7% |
| Participant deferral / active EE | $8,104 | $2,920+177.5% | $5,638+43.7% | $4,238+91.2% |
| Admin fee / account holder | $229 | $502-54.3% | $14,677-98.4% | $594-61.4% |