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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH LIFE AGENCY Service code 26 · EIN 13-2808480 1400 MERRILL LYNCH DR · PENNINGTON, NJ 08534 | Advisory (Participants) | $21,705 |
RETIREWELL ADMINISTRATORS4 years Filed as: RETIREWELL ADMINISTRATORS LLC Service code 15 · EIN 81-3429076 1002 LINCOLN DR W, STE H · MARLTON, NJ 08053 | Recordkeeping | $5,620 |
Service code 15 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Recordkeeping | $2,292 |
Filed as: MESIROW FINANCIAL MANAGEMENT INC Service code 49 · EIN 36-3429599 | Other Services | $26 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,330 | $73,638-49.3% | $95,964-61.1% | $73,497-49.2% |
| Participation rate | 98.1% | 76.2%+22.0pp | 77.1%+21.0pp | 70.7%+27.4pp |
| Annual return | 10.46% | 16.78%-6.3pp | 91.64%-81.2pp | 28.51%-18.1pp |
| Employer contribution / active EE | $966 | $1,863-48.2% | $2,541-62.0% | $2,270-57.5% |
| Participant deferral / active EE | $4,480 | $3,617+23.9% | $4,167+7.5% | $3,740+19.8% |
| Admin fee / account holder | $30 | $482-93.8% | $6,797-99.6% | $513-94.2% |