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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $119,094 |
COHNREZNICK LLP2 years Filed as: COHNREZNICK Service code 10 · EIN 22-1478099 | Accounting | $73,500 |
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 | $316,368 | $100,272+215.5% | $170,055+86.0% | $74,478+324.8% |
| Participation rate | 97.3% | 87.4%+10.0pp | 87.0%+10.3pp | 70.7%+26.6pp |
| Annual return | 11.12% | 66.12%-55.0pp | 53.43%-42.3pp | 34.37%-23.2pp |
| Employer contribution / active EE | $12,243 | $4,266+187.0% | $6,790+80.3% | $2,637+364.3% |
| Participant deferral / active EE | $16,742 | $7,147+134.2% | $10,410+60.8% | $4,530+269.6% |
| Admin fee / account holder | $170 | $235-27.4% | $12,828-98.7% | $347-51.0% |