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| Provider | Service type | Compensation |
|---|---|---|
MERIT FINANCIAL GROUP, LLC2 years Filed as: MERIT FINANCIAL GROUP LLC Service code 99 · EIN 45-3686413 | Other Fees | $14,508 |
ADP BROKER-DEALER3 years Filed as: PENSION CONSULTANTS CO INC Service code 49 · EIN 39-1894140 | Other Services | $1,960 |
Filed as: VOYA RETIREMENT INSURANCE Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,651 | $160,028-91.5% | $147,080-90.7% | $145,884-90.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 12.34% | 98.60%-86.3pp | 420.17%-407.8pp | 551.85%-539.5pp |
| Employer contribution / active EE | $164,292 | $5,286+3008.3% | $4,933+3230.3% | $4,662+3423.9% |
| Participant deferral / active EE | $65,344 | $8,422+675.9% | $8,066+710.1% | $6,690+876.8% |
| Admin fee / account holder | $239 | $15,030-98.4% | $12,989-98.2% | $13,392-98.2% |