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| Provider | Service type | Compensation |
|---|---|---|
ES BARR & COMPANY1+ years Service code 28 · EIN 61-1225413 | Investment Management | $11,861 |
TRENT CAPITAL MANAGEMENT1+ years Service code 28 · EIN 56-1588687 | Investment Management | $11,314 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $8,924 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,342 | $70,002+44.8% | $115,038-11.9% | $52,331+93.7% |
| Participation rate | 77.4% | 72.1%+5.3pp | 81.4%-4.0pp | 68.1%+9.3pp |
| Annual return | -0.38% | 4.04%-4.4pp | 26.14%-26.5pp | 4.54%-4.9pp |
| Employer contribution / active EE | $2,146 | $2,715-20.9% | $4,608-53.4% | $1,882+14.1% |
| Participant deferral / active EE | $4,355 | $4,920-11.5% | $6,026-27.7% | $3,022+44.1% |
| Admin fee / account holder | $127 | $566-77.6% | $8,175-98.5% | $592-78.6% |