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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $55,314 |
GBQ PARTNERS3+ years Service code 10 230 WEST STREET · COLUMBUS, OH 43215 | Accounting | $12,800 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $388,069 | $80,753+380.6% | $136,298+184.7% | $62,293+523.0% |
| Participation rate | 96.1% | 73.5%+22.6pp | 81.9%+14.2pp | 69.5%+26.6pp |
| Annual return | 13.30% | 35.83%-22.5pp | 5156.27%-5143.0pp | 28.90%-15.6pp |
| Employer contribution / active EE | $10,994 | $2,884+281.3% | $4,696+134.1% | $2,042+438.3% |
| Participant deferral / active EE | $8,463 | $5,164+63.9% | $6,247+35.5% | $3,169+167.0% |
| Admin fee / account holder | $162 | $525-69.2% | $9,244-98.2% | $479-66.2% |