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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPTRUST Service code 70 · EIN 26-0058143 | Consulting Fees | $65,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $21,980 |
CONCANNON, MILLER & CO P.C.2+ years Service code 10 1525 VALLEY CENTER PARKWAY · BETHLEHEM, PA 18017 | Accounting | $17,010 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,634 | $85,635-45.5% | $123,894-62.4% | $63,975-27.1% |
| Participation rate | 81.3% | 74.9%+6.3pp | 81.4%-0.2pp | 71.1%+10.1pp |
| Annual return | 6.49% | 15.74%-9.3pp | 47.52%-41.0pp | 48.65%-42.2pp |
| Employer contribution / active EE | $0 | $3,076-100.0% | $4,617-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $5,008 | $5,667-11.6% | $5,984-16.3% | $3,356+49.2% |
| Admin fee / account holder | $54 | $75-27.9% | $8,357-99.4% | $70-23.3% |