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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 15 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Recordkeeping | $15,033 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $9,193 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,052 | $42,396-83.4% | $67,313-89.5% | $56,287-87.5% |
| Participation rate | 83.8% | 61.0%+22.9pp | 69.1%+14.8pp | 69.9%+14.0pp |
| Annual return | -8.71% | -36.63%+27.9pp | -4.08%-4.6pp | -9.96%+1.3pp |
| Employer contribution / active EE | $941 | $1,414-33.5% | $2,566-63.3% | $2,111-55.4% |
| Participant deferral / active EE | $1,750 | $2,360-25.8% | $3,568-51.0% | $3,350-47.8% |
| Admin fee / account holder | $73 | $510-85.7% | $4,507-98.4% | $521-86.0% |