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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $40,276 |
ACUITY4 years Filed as: ACUITY ADVISORS Service code 10 · EIN 33-0204776 | Accounting | $15,750 |
BUTTERFIELD SCHECHTER LLP9 years Service code 29 · EIN 33-0829013 | Legal | $6,562 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,891 | $36,981+2.5% | $69,701-45.6% | $77,671-51.2% |
| Participation rate | 93.9% | 64.2%+29.7pp | 66.4%+27.4pp | 70.6%+23.3pp |
| Annual return | 25.03% | 29.30%-4.3pp | 100.32%-75.3pp | 31.21%-6.2pp |
| Employer contribution / active EE | $3,135 | $1,267+147.4% | $1,713+83.0% | $2,726+15.0% |
| Participant deferral / active EE | $0 | $2,750-100.0% | $2,887-100.0% | $4,648-100.0% |
| Admin fee / account holder | $92 | $511-82.0% | $4,717-98.0% | $430-78.6% |