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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $40,559 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $38,100 |
POYNER & SPRUILL LLP2 years Filed as: POYNER SPRUILL LLP Service code 10 · EIN 56-1493995 | Accounting | $5,345 |
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 | $333,820 | $148,978+124.1% | $200,582+66.4% | $84,808+293.6% |
| Participation rate | 96.7% | 84.2%+12.4pp | 86.9%+9.8pp | 68.3%+28.4pp |
| Annual return | 15.70% | 28.16%-12.5pp | 42.33%-26.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $7,951 | $4,815+65.1% | $6,419+23.9% | $2,631+202.2% |
| Participant deferral / active EE | $15,741 | $7,142+120.4% | $9,331+68.7% | $4,212+273.7% |
| Admin fee / account holder | $197 | $13,977-98.6% | $16,305-98.8% | $7,344-97.3% |