Filed May 29, 2019 (most recent of 3 filings on file)
Total covered: 115 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $82,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,441 |
BONADIO & CO., LLP3 years Filed as: BONADIO & CO LLP Service code 49 · EIN 16-1131146 | Other Services | $17,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$124,707 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,419 | $127,481-55.7% | $149,715-62.3% | $90,274-37.5% |
| Participation rate | 77.8% | 78.2%-0.4pp | 82.5%-4.6pp | 73.4%+4.5pp |
| Annual return | 12.93% | 57.78%-44.8pp | 276.66%-263.7pp | 53.97%-41.0pp |
| Employer contribution / active EE | $1 | $3,448-100.0% | $4,645-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $4,999 | $6,975-28.3% | $6,842-26.9% | $4,231+18.2% |
| Admin fee / account holder | $28 | $152-81.7% | $9,310-99.7% | $114-75.7% |