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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $46,160 |
FRIEDMAN & ANSPACH2 years Filed as: FRIEDMAN LLP Service code 10 565 5TH AVE · NEW YORK, NY 10017 | Accounting | $25,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,731 | $53,512+7.9% | $189,611-69.6% | $93,010-37.9% |
| Participation rate | 91.1% | 67.3%+23.8pp | 78.5%+12.6pp | 73.9%+17.2pp |
| Annual return | 15.78% | 20.32%-4.5pp | 64.20%-48.4pp | 158.70%-142.9pp |
| Employer contribution / active EE | $801 | $1,429-43.9% | $4,413-81.8% | $2,705-70.4% |
| Participant deferral / active EE | $5,788 | $3,748+54.4% | $6,174-6.3% | $4,561+26.9% |
| Admin fee / account holder | $13 | $95-86.6% | $9,808-99.9% | $152-91.6% |