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| Provider | Service type | Compensation |
|---|---|---|
CARR, RIGGS & INGRAM, LLC3 years Filed as: CARR, RIGGS & INGRAM Service code 10 · EIN 72-1396621 | Accounting | $7,505 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,775 |
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 | $81,340 | $74,347+9.4% | $93,621-13.1% | $67,582+20.4% |
| Participation rate | 90.8% | 80.6%+10.2pp | 75.8%+15.0pp | 71.3%+19.5pp |
| Annual return | 18.43% | 28.07%-9.6pp | 32.76%-14.3pp | 378.57%-360.1pp |
| Employer contribution / active EE | $2,898 | $2,583+12.2% | $2,719+6.6% | $2,148+34.9% |
| Participant deferral / active EE | $4,160 | $4,060+2.5% | $4,070+2.2% | $3,539+17.5% |
| Admin fee / account holder | $14 | $123-88.3% | $7,890-99.8% | $142-89.9% |