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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-2740599 | Advisory (Plan) | $172,294 |
STATEWIDE HEALTH DATA SYSTEM3+ years Service code 99 · EIN 22-3164169 | Other Fees | $42,649 |
BEDERSON LLP3+ years Service code 10 · EIN 22-2978848 | Accounting | $39,375 |
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $16,796 |
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.
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 | $18,148 | $89,274-79.7% | $149,721-87.9% | $77,958-76.7% |
| Participation rate | 99.9% | 87.6%+12.3pp | 87.1%+12.9pp | 71.6%+28.3pp |
| Annual return | 11.74% | 20.36%-8.6pp | 1501.67%-1489.9pp | 20.87%-9.1pp |
| Employer contribution / active EE | $4,030 | $3,727+8.2% | $5,444-26.0% | $2,310+74.4% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,568-100.0% | $3,537-100.0% |
| Admin fee / account holder | $134 | $240-44.3% | $11,282-98.8% | $97+37.2% |