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| Provider | Service type | Compensation |
|---|---|---|
BLUM SHAPIRO1 year Service code 70 · EIN 06-1009205 | Consulting Fees | $10,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $450 |
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 | $220,032 | $77,817+182.8% | $123,553+78.1% | $64,173+242.9% |
| Participation rate | 97.1% | 74.7%+22.4pp | 82.3%+14.8pp | 69.6%+27.6pp |
| Annual return | -3.46% | 12.49%-16.0pp | 119.21%-122.7pp | 7.63%-11.1pp |
| Employer contribution / active EE | $8,018 | $3,014+166.0% | $4,628+73.3% | $2,381+236.8% |
| Participant deferral / active EE | $11,613 | $5,240+121.6% | $6,426+80.7% | $3,470+234.7% |
| Admin fee / account holder | $98 | $5,519-98.2% | $9,284-98.9% | $4,887-98.0% |