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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $52,240 |
PENSIONMARK FINANCIAL GROUP LLC1+ years Filed as: PENSIONMARK RETIREMENT GROUP Service code 70 3030 N ROCKY POINT DRIVE · TAMPA, FL 33607 | Consulting Fees | $40,000 |
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 | $135,962 | $81,321+67.2% | $68,509+98.5% | $59,188+129.7% |
| Participation rate | 94.3% | 83.8%+10.4pp | 74.7%+19.6pp | 69.4%+24.9pp |
| Annual return | -0.15% | 4.65%-4.8pp | 8.27%-8.4pp | 5.51%-5.7pp |
| Employer contribution / active EE | $3,596 | $3,297+9.1% | $2,278+57.9% | $2,098+71.4% |
| Participant deferral / active EE | $7,783 | $4,592+69.5% | $3,382+130.1% | $3,265+138.4% |
| Admin fee / account holder | $30 | $62-51.3% | $5,275-99.4% | $92-67.4% |