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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $44,416 |
GRANT THORNTON LLP2 years Service code 10 · EIN 36-6055558 | Accounting | $35,420 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $279,000 | $125,758+121.9% | $169,993+64.1% | $75,163+271.2% |
| Participation rate | 96.6% | 83.6%+13.0pp | 87.0%+9.6pp | 67.2%+29.4pp |
| Annual return | 14.92% | 27.20%-12.3pp | 53.37%-38.5pp | 160.62%-145.7pp |
| Employer contribution / active EE | $7,900 | $4,615+71.2% | $6,785+16.4% | $2,670+195.9% |
| Participant deferral / active EE | $15,944 | $6,837+133.2% | $10,408+53.2% | $4,125+286.5% |
| Admin fee / account holder | $178 | $8,173-97.8% | $12,815-98.6% | $5,651-96.8% |