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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) | $24,358 |
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $18,286 |
Filed as: MAND MARBLESTONE GROUP LLC Service code 15 ONE RAYMOND DR STE 7 · HAVERTOWN, PA 190833100 | Recordkeeping | $10,715 |
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 | $31,441 | $93,617-66.4% | $135,982-76.9% | $75,177-58.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.61% | 30.89%-11.3pp | 68.32%-48.7pp | 160.75%-141.1pp |
| Employer contribution / active EE | $3,052 | $3,538-13.7% | $4,859-37.2% | $2,671+14.3% |
| Participant deferral / active EE | $4,794 | $6,406-25.2% | $7,760-38.2% | $4,126+16.2% |
| Admin fee / account holder | $285 | $6,980-95.9% | $10,767-97.3% | $5,651-95.0% |