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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $3,715 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $2,376 |
Service code 29 · EIN 20-4780677 | Legal | $360 |
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 | $169,781 | $104,482+62.5% | $159,455+6.5% | $79,393+113.8% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 10.93% | 67.96%-57.0pp | 263.63%-252.7pp | 116.87%-105.9pp |
| Employer contribution / active EE | $3,777 | $3,416+10.6% | $4,830-21.8% | $2,428+55.6% |
| Participant deferral / active EE | $9,198 | $6,467+42.2% | $7,353+25.1% | $4,046+127.4% |
| Admin fee / account holder | $39 | $711-94.5% | $10,800-99.6% | $627-93.8% |