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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $140,102 |
CLEARSTEAD ADVISORS, LLC3 years Service code 70 · EIN 34-1597728 | Consulting Fees | $117,915 |
Service code 70 3601 RIGBY ROAD · DAYTON, OH 45342 | Consulting Fees | $8,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,313 | $171,796-49.2% | $111,319-21.6% | $106,520-18.0% |
| Participation rate | 96.4% | 88.6%+7.8pp | 77.3%+19.1pp | 71.3%+25.1pp |
| Annual return | 14.90% | 18.62%-3.7pp | 54.68%-39.8pp | 19.28%-4.4pp |
| Employer contribution / active EE | $2,431 | $4,687-48.1% | $2,732-11.0% | $2,840-14.4% |
| Participant deferral / active EE | $4,769 | $7,845-39.2% | $4,488+6.3% | $4,948-3.6% |
| Admin fee / account holder | $22 | $69-68.2% | $7,966-99.7% | $75-70.4% |