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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 150 N COLLEGE ST · CHARLOTTE, NC 28255 | Advisory (Plan) | $26,522 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $14,424 |
Filed as: MAND MARBLESTONE GROUP LLC Service code 15 ONE RAYMOND DR STE 7 · HAVERTOWN, PA 190833100 | Recordkeeping | $4,627 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,932 | $84,499-70.5% | $125,391-80.1% | $66,949-62.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -13.36% | -8.49%-4.9pp | 572.41%-585.8pp | 1.57%-14.9pp |
| Employer contribution / active EE | $2,267 | $3,554-36.2% | $4,816-52.9% | $2,545-11.0% |
| Participant deferral / active EE | $3,799 | $6,785-44.0% | $7,448-49.0% | $4,239-10.4% |
| Admin fee / account holder | $262 | $685-61.8% | $10,009-97.4% | $594-55.9% |