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| Provider | Service type | Compensation |
|---|---|---|
ES BARR & COMPANY2+ years Service code 28 · EIN 61-1225413 | Investment Management | $11,302 |
TRENT CAPITAL MANAGEMENT2+ years Service code 28 · EIN 13-5674085 | Investment Management | $10,798 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $9,529 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,336 | $75,183+33.5% | $123,894-19.0% | $55,167+81.9% |
| Participation rate | 86.9% | 72.8%+14.1pp | 81.4%+5.5pp | 69.0%+17.9pp |
| Annual return | 10.00% | 19.01%-9.0pp | 47.52%-37.5pp | 169.23%-159.2pp |
| Employer contribution / active EE | $2,599 | $2,823-7.9% | $4,617-43.7% | $1,963+32.4% |
| Participant deferral / active EE | $5,812 | $5,084+14.3% | $5,984-2.9% | $3,054+90.3% |
| Admin fee / account holder | $115 | $663-82.7% | $8,357-98.6% | $504-77.2% |