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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $126,840 |
COHNREZNICK LLP3 years Service code 10 · EIN 22-1478099 | Accounting | $56,023 |
Filed as: STROOK & STROOCK & LAVAN LLP Service code 70 180 MAIDEN LANE · NEW YORK, NY 10038 | Consulting Fees | $8,210 |
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 | $271,851 | $88,515+207.1% | $162,185+67.6% | $67,584+302.2% |
| Participation rate | 98.6% | 86.8%+11.8pp | 87.6%+11.0pp | 71.3%+27.3pp |
| Annual return | 0.14% | 27.04%-26.9pp | 115.61%-115.5pp | 378.59%-378.4pp |
| Employer contribution / active EE | $11,653 | $3,563+227.0% | $5,613+107.6% | $2,148+442.5% |
| Participant deferral / active EE | $12,989 | $5,724+126.9% | $7,297+78.0% | $3,540+267.0% |
| Admin fee / account holder | $150 | $124+21.0% | $10,844-98.6% | $142+5.1% |