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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $69,867 |
GBQ PARTNERS4+ years Service code 10 230 WEST STREET · COLUMBUS, OH 43215 | Accounting | $13,100 |
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 | $340,608 | $73,102+365.9% | $123,553+175.7% | $56,289+505.1% |
| Participation rate | 96.7% | 74.3%+22.4pp | 82.3%+14.4pp | 69.9%+26.9pp |
| Annual return | -3.58% | 3.01%-6.6pp | 119.21%-122.8pp | -9.96%+6.4pp |
| Employer contribution / active EE | $13,362 | $2,977+348.9% | $4,628+188.7% | $2,111+532.9% |
| Participant deferral / active EE | $9,811 | $5,423+80.9% | $6,426+52.7% | $3,350+192.9% |
| Admin fee / account holder | $103 | $554-81.4% | $9,284-98.9% | $521-80.2% |