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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $64,856 |
Filed as: RAYMOND JAMES AND ASSOCIATES Service code 70 · EIN 59-1237041 | Consulting Fees | $40,000 |
WISS & COMPANY, LLP1 year Filed as: WISS & COMPANY LLP Service code 70 100 CAMPUS DRIVE · FLORHAM PARK, NJ 07932 | Consulting Fees | $14,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,485 | $160,088+7.1% | $112,977+51.8% | $73,412+133.6% |
| Participation rate | 75.2% | 90.7%-15.5pp | 82.6%-7.3pp | 72.2%+3.0pp |
| Annual return | 14.56% | 17.93%-3.4pp | 24.24%-9.7pp | 59.30%-44.7pp |
| Employer contribution / active EE | $6,854 | $5,200+31.8% | $4,255+61.1% | $2,234+206.9% |
| Participant deferral / active EE | $6,550 | $8,024-18.4% | $5,836+12.2% | $3,806+72.1% |
| Admin fee / account holder | $384 | $133+189.0% | $6,294-93.9% | $158+142.9% |