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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 18 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Custodial (other than securities); Di... | $15,861 |
SES ADVISORS, INC.4+ years Service code 64 · EIN 04-3760707 555 CITY AVENUE, SUITE 910 · BALA CYNWYD, PA 19004 | Recordkeeping Fees | $11,863 |
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC EQUITY GROUP Service code 34 · EIN 33-0204776 6 HUTTON CENTRE DRIVE · SOUTH COAST METRO, CA 92707 | Valuation (appraisals, etc.) | $11,781 |
SES ADVISORS, INC.1 year Filed as: SES ESOP PLAN SERVICES Service code 64 · EIN 82-3719843 4999 LOUISE DRIVE, SUITE 205 · MECHANICSBURG, PA 17055 | Recordkeeping Fees | $11,117 |
BUTTERFIELD SCHECHTER LLP3 years Service code 29 · EIN 33-0829013 10021 WILLOW CREEK ROAD, SUITE 200 · SAN DIEGO, CA 92131 | Legal | $7,458 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,994 | $31,252-64.8% | $75,826-85.5% | $55,725-80.3% |
| Participation rate | 99.8% | 71.3%+28.4pp | 68.2%+31.6pp | 70.9%+28.9pp |
| Annual return | 11.38% | 2.84%+8.5pp | 1914.15%-1902.8pp | 244.93%-233.5pp |
| Employer contribution / active EE | $1,139 | $1,260-9.6% | $1,913-40.5% | $2,078-45.2% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $2,862-100.0% | $3,356-100.0% |
| Admin fee / account holder | $110 | $91+19.8% | $4,726-97.7% | $115-4.9% |