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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $112,911 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $29,594 |
PENSION ASSURANCE LLP2 years Filed as: KB PENSION SERVICES Service code 15 · EIN 65-0721164 | Recordkeeping | $0 |
PENSION ASSURANCE LLP2 years Filed as: PENSION SERVOCES. OMC/ Service code 15 3150 SW 38 AVENUE STE 900 · MIAMI, FL 33146 | Recordkeeping | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,860 | $67,512+25.7% | $185,854-54.3% | $93,010-8.8% |
| Participation rate | 97.8% | 67.1%+30.6pp | 81.7%+16.1pp | 73.9%+23.9pp |
| Annual return | 33.55% | 21.04%+12.5pp | 122.12%-88.6pp | 158.70%-125.2pp |
| Employer contribution / active EE | $5,907 | $1,783+231.3% | $5,169+14.3% | $2,705+118.4% |
| Participant deferral / active EE | $4,589 | $3,035+51.2% | $5,569-17.6% | $4,561+0.6% |
| Admin fee / account holder | $179 | $318-43.5% | $16,246-98.9% | $152+18.2% |