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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $43,938 |
PENSIONMARK FINANCIAL GROUP LLC1+ years Filed as: PENSIONMARK RETIREMENT GROUP Service code 70 · EIN 61-1758632 | Consulting Fees | $5,000 |
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 | $39,505 | $81,321-51.4% | $68,509-42.3% | $59,188-33.3% |
| Participation rate | 93.0% | 83.8%+9.2pp | 74.7%+18.3pp | 69.4%+23.6pp |
| Annual return | -0.20% | 4.65%-4.8pp | 8.27%-8.5pp | 5.51%-5.7pp |
| Employer contribution / active EE | $1,635 | $3,297-50.4% | $2,278-28.2% | $2,098-22.0% |
| Participant deferral / active EE | $2,691 | $4,592-41.4% | $3,382-20.5% | $3,265-17.6% |
| Admin fee / account holder | $40 | $62-35.0% | $5,275-99.2% | $92-56.5% |