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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $675,164 |
CLEARSTEAD ADVISORS, LLC4 years Service code 70 · EIN 34-1597728 | Consulting Fees | $120,000 |
Service code 10 3601 RIGBY ROAD · DAYTON, OH 45342 | Accounting | $16,200 |
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 | $68,709 | $138,331-50.3% | $86,717-20.8% | $89,433-23.2% |
| Participation rate | 95.6% | 88.9%+6.7pp | 76.6%+19.0pp | 71.3%+24.3pp |
| Annual return | -16.28% | -11.72%-4.6pp | 35.97%-52.3pp | -11.88%-4.4pp |
| Employer contribution / active EE | $2,564 | $4,812-46.7% | $2,837-9.6% | $3,021-15.1% |
| Participant deferral / active EE | $4,897 | $8,027-39.0% | $4,657+5.2% | $5,125-4.4% |
| Admin fee / account holder | $62 | $64-3.5% | $7,494-99.2% | $79-22.1% |