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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 28 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Investment Management | $13,809 |
LIMSKY KYPRIOTIS & CO.4+ years Service code 10 220 RIDGEDALE AVENUE · FLORHAM PARK, NJ 07932 | Accounting | $7,650 |
SENTINEL PENSION ADVISORS4+ years Filed as: SENTINEL BENEFITS & FINANCIAL GROUP Service code 17 100 QUANNAPOWITT PARKWAY · WAKEFIELD, MA 01880 | Pension Consulting | $7,140 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $90,607-100.0% | $79,467-100.0% | $135,380-100.0% |
| Participation rate | 0.0% | 76.0%-76.0pp | 73.3%-73.3pp | 82.6%-82.6pp |
| Annual return | 1.24% | 977.74%-976.5pp | 718.30%-717.1pp | 519.81%-518.6pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |