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| Provider | Service type | Compensation |
|---|---|---|
HALL & COMPANY1 year Service code 10 · EIN 33-0941617 | Accounting | $12,500 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,499 |
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 | $110,327 | $80,753+36.6% | $136,298-19.1% | $62,293+77.1% |
| Participation rate | 80.7% | 73.5%+7.2pp | 81.9%-1.2pp | 69.5%+11.2pp |
| Annual return | 17.43% | 35.83%-18.4pp | 5156.27%-5138.8pp | 28.90%-11.5pp |
| Employer contribution / active EE | $1,147 | $2,884-60.2% | $4,696-75.6% | $2,042-43.9% |
| Participant deferral / active EE | $6,770 | $5,164+31.1% | $6,247+8.4% | $3,169+113.6% |
| Admin fee / account holder | $75 | $525-85.8% | $9,244-99.2% | $479-84.4% |