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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 15 · EIN 13-5674085 | Recordkeeping | $23,311 |
TROUTMAN SANDERS LLP5+ years Service code 16 · EIN 58-0946915 | Consulting | $5,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $124,412 | $88,122+41.2% | $141,200-11.9% | $67,584+84.1% |
| Participation rate | 51.8% | 76.5%-24.7pp | 82.5%-30.7pp | 71.3%-19.5pp |
| Annual return | 24.09% | 75.40%-51.3pp | 71.41%-47.3pp | 378.59%-354.5pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,736-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $9,109 | $5,958+52.9% | $6,710+35.7% | $3,540+157.4% |
| Admin fee / account holder | $92 | $131-29.8% | $10,265-99.1% | $142-35.4% |