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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $41,234 |
PENSIONMARK FINANCIAL GROUP LLC3+ years Filed as: PENSIONMARK RETIREMENT GROUP Service code 70 · EIN 61-1758632 | Consulting Fees | $40,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $156,687 | $90,410+73.3% | $91,004+72.2% | $77,958+101.0% |
| Participation rate | 95.2% | 86.4%+8.8pp | 75.6%+19.6pp | 71.6%+23.6pp |
| Annual return | 12.96% | 21.34%-8.4pp | 4.60%+8.4pp | 20.87%-7.9pp |
| Employer contribution / active EE | $3,968 | $3,392+17.0% | $2,456+61.6% | $2,310+71.7% |
| Participant deferral / active EE | $8,104 | $4,816+68.3% | $3,548+128.4% | $3,537+129.2% |
| Admin fee / account holder | $24 | $79-69.1% | $5,417-99.5% | $97-75.0% |