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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER & S Service code 15 · EIN 13-5674085 | Recordkeeping | $26,200 |
DONALDSON CAPITAL MANAGEMENT1+ years Service code 27 · EIN 35-1937665 | Advisory (Plan) | $20,271 |
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 | $110,359 | $46,360+138.0% | $147,617-25.2% | $52,331+110.9% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -0.34% | 1.62%-2.0pp | 61.98%-62.3pp | 4.54%-4.9pp |
| Employer contribution / active EE | $7,347 | $2,126+245.5% | $5,564+32.0% | $1,882+290.4% |
| Participant deferral / active EE | $4,964 | $2,258+119.9% | $4,895+1.4% | $3,022+64.3% |
| Admin fee / account holder | $149 | $766-80.6% | $11,612-98.7% | $592-74.9% |