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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $22,830 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,134 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,356 | $102,385-7.8% | $147,080-35.8% | $80,935+16.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.11% | 135.09%-121.0pp | 420.17%-406.1pp | 35.66%-21.6pp |
| Employer contribution / active EE | $8,090 | $3,717+117.7% | $4,933+64.0% | $2,757+193.5% |
| Participant deferral / active EE | $10,835 | $6,651+62.9% | $8,066+34.3% | $4,299+152.0% |
| Admin fee / account holder | $321 | $7,951-96.0% | $12,989-97.5% | $6,924-95.4% |