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| Provider | Service type | Compensation |
|---|---|---|
MARCUM LLP1 year Service code 10 PO BOX 95000-2288 · PHILADELPHIA, PA 191950001 | Accounting | $15,450 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $9,373 |
Employer contribution per participant 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 | $179,013 | $95,438+87.6% | $135,982+31.6% | $74,473+140.4% |
| Participation rate | 93.2% | 78.2%+15.0pp | 81.9%+11.3pp | 70.7%+22.5pp |
| Annual return | 18.36% | 32.61%-14.2pp | 68.32%-50.0pp | 34.36%-16.0pp |
| Employer contribution / active EE | $150 | $3,878-96.1% | $4,859-96.9% | $2,638-94.3% |
| Participant deferral / active EE | $14,794 | $7,790+89.9% | $7,760+90.7% | $4,530+226.6% |
| Admin fee / account holder | $37 | $259-85.6% | $10,767-99.7% | $347-89.2% |