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| Provider | Service type | Compensation |
|---|---|---|
HALL & COMPANY2 years Service code 10 · EIN 33-0941617 | Accounting | $12,500 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,579 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $101,545 | $73,102+38.9% | $123,552-17.8% | $56,287+80.4% |
| Participation rate | 77.0% | 74.3%+2.7pp | 82.3%-5.3pp | 69.9%+7.1pp |
| Annual return | -7.34% | 3.01%-10.3pp | 119.20%-126.5pp | -9.96%+2.6pp |
| Employer contribution / active EE | $1,122 | $2,977-62.3% | $4,628-75.7% | $2,111-46.8% |
| Participant deferral / active EE | $6,848 | $5,423+26.3% | $6,426+6.6% | $3,350+104.4% |
| Admin fee / account holder | $72 | $554-87.0% | $9,285-99.2% | $521-86.2% |