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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $42,736 |
PENSIONMARK FINANCIAL GROUP LLC2+ years Filed as: PENSIONMARK RETIREMENT GROUP Service code 70 · EIN 59-3331424 | Consulting Fees | $5,000 |
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 | $42,094 | $82,279-48.8% | $78,002-46.0% | $63,975-34.2% |
| Participation rate | 94.8% | 84.7%+10.1pp | 75.5%+19.2pp | 71.1%+23.6pp |
| Annual return | 5.75% | 11.20%-5.4pp | 425.99%-420.2pp | 48.65%-42.9pp |
| Employer contribution / active EE | $1,746 | $3,297-47.0% | $2,470-29.3% | $2,182-19.9% |
| Participant deferral / active EE | $2,825 | $4,538-37.8% | $3,497-19.2% | $3,356-15.8% |
| Admin fee / account holder | $39 | $81-51.8% | $5,481-99.3% | $70-44.3% |