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| Provider | Service type | Compensation |
|---|---|---|
COHNREZNICK LLP1 year Filed as: COHNREZNICK Service code 10 · EIN 22-1478099 | Accounting | $17,850 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $305,788 | $86,897+251.9% | $151,634+101.7% | $64,829+371.7% |
| Participation rate | 95.9% | 87.3%+8.7pp | 87.5%+8.4pp | 71.5%+24.4pp |
| Annual return | -18.12% | -3.57%-14.6pp | 3.32%-21.4pp | 32.85%-51.0pp |
| Employer contribution / active EE | $11,961 | $4,010+198.3% | $6,165+94.0% | $2,507+377.1% |
| Participant deferral / active EE | $16,037 | $6,690+139.7% | $8,363+91.8% | $4,312+271.9% |
| Admin fee / account holder | $108 | $153-29.1% | $11,614-99.1% | $188-42.3% |