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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $144,384 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $7,659 |
PENSION ASSURANCE LLP1 year Filed as: KB PENSION SERVICES Service code 15 · EIN 65-0721164 | Recordkeeping | $0 |
PENSION ASSURANCE LLP1 year Filed as: PENSION SERVOCES. OMC/ Service code 15 3150 SW 38 AVENUE STE 900 · MIAMI, FL 33146 | Recordkeeping | $0 |
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 | $72,273 | $56,095+28.8% | $178,510-59.5% | $90,274-19.9% |
| Participation rate | 91.6% | 65.6%+26.0pp | 81.9%+9.6pp | 73.4%+18.2pp |
| Annual return | 114.22% | 28.81%+85.4pp | 151.13%-36.9pp | 53.97%+60.2pp |
| Employer contribution / active EE | $4,070 | $1,572+158.8% | $5,011-18.8% | $2,523+61.3% |
| Participant deferral / active EE | $2,969 | $2,669+11.2% | $5,202-42.9% | $4,231-29.8% |
| Admin fee / account holder | $232 | $101+130.4% | $13,988-98.3% | $114+103.3% |