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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 50 · EIN 26-0058143 | Direct Payment | $105,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $22,138 |
CONCANNON, MILLER & CO P.C.4+ 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.
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 | $49,523 | $88,874-44.3% | $123,553-59.9% | $75,289-34.2% |
| Participation rate | 80.2% | 75.9%+4.3pp | 82.3%-2.1pp | 72.4%+7.7pp |
| Annual return | -4.24% | 4.22%-8.5pp | 119.21%-123.4pp | -0.04%-4.2pp |
| Employer contribution / active EE | $4 | $3,256-99.9% | $4,628-99.9% | $2,405-99.8% |
| Participant deferral / active EE | $5,247 | $6,174-15.0% | $6,426-18.3% | $3,739+40.3% |
| Admin fee / account holder | $83 | $95-11.9% | $9,284-99.1% | $102-18.5% |