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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $64,113 |
PENSIONMARK FINANCIAL GROUP LLC3+ years Filed as: PENSIONMARK RETIREMENT GROUP Service code 70 · EIN 61-1758632 | 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 | $48,531 | $90,410-46.3% | $91,004-46.7% | $77,958-37.7% |
| Participation rate | 94.2% | 86.4%+7.8pp | 75.6%+18.6pp | 71.6%+22.5pp |
| Annual return | 12.85% | 21.34%-8.5pp | 4.60%+8.3pp | 20.87%-8.0pp |
| Employer contribution / active EE | $1,779 | $3,392-47.6% | $2,456-27.6% | $2,310-23.0% |
| Participant deferral / active EE | $2,823 | $4,816-41.4% | $3,548-20.4% | $3,537-20.2% |
| Admin fee / account holder | $59 | $79-25.7% | $5,417-98.9% | $97-39.8% |