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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $31,705 |
COHNREZNICK LLP1 year Service code 10 · EIN 22-1478099 | Accounting | $22,138 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $250,031 | $81,537+206.6% | $149,721+67.0% | $69,634+259.1% |
| Participation rate | 98.8% | 86.1%+12.7pp | 87.1%+11.8pp | 70.7%+28.2pp |
| Annual return | 14.47% | 22.79%-8.3pp | 1501.67%-1487.2pp | 27572.26%-27557.8pp |
| Employer contribution / active EE | $11,720 | $3,239+261.8% | $5,444+115.3% | $2,032+476.7% |
| Participant deferral / active EE | $12,932 | $4,994+159.0% | $6,568+96.9% | $3,224+301.2% |
| Admin fee / account holder | $42 | $107-60.6% | $11,282-99.6% | $110-61.9% |