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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 19 · EIN 13-5674085 | Securities Custodian | $249,739 |
Filed as: GORLICK, KRAVITZ & LISTHAUS, P.C. Service code 29 · EIN 13-3790829 | Legal | $227,731 |
LERNER LAW FIRM AND ASSOCIATES8+ years Service code 29 · EIN 27-3629002 | Legal | $31,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $80,293-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 2.4%-2.4pp |
| Annual return | 8.50% | 8.68%-0.2pp | 15.31%-6.8pp | 22.81%-14.3pp |
| Employer contribution / active EE | $11,143 | $9,089+22.6% | $28,686-61.2% | $18,290-39.1% |
| Participant deferral / active EE | $0 | $199-100.0% | $126-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $456-100.0% | $85,222-100.0% |