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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 10 · EIN 13-5674085 | Accounting | $51,115 |
PENSIONMARK FINANCIAL GROUP LLC2+ years Filed as: PENSIONMARK RETIREMENT GROUP Service code 70 · EIN 59-3331424 | 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 | $143,471 | $82,279+74.4% | $78,002+83.9% | $63,975+124.3% |
| Participation rate | 95.2% | 84.7%+10.5pp | 75.5%+19.6pp | 71.1%+24.0pp |
| Annual return | 6.32% | 11.20%-4.9pp | 425.99%-419.7pp | 48.65%-42.3pp |
| Employer contribution / active EE | $3,924 | $3,297+19.0% | $2,470+58.8% | $2,182+79.8% |
| Participant deferral / active EE | $7,845 | $4,538+72.9% | $3,497+124.3% | $3,356+133.7% |
| Admin fee / account holder | $26 | $81-67.6% | $5,481-99.5% | $70-62.5% |