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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER & S Service code 15 · EIN 13-5674085 | Recordkeeping | $19,600 |
DONALDSON CAPITAL MANAGEMENT2+ years Service code 27 · EIN 35-1937665 | Advisory (Plan) | $9,869 |
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 | $85,571 | $46,732+83.1% | $156,551-45.3% | $55,167+55.1% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 7.54% | 17.72%-10.2pp | 32.23%-24.7pp | 169.23%-161.7pp |
| Employer contribution / active EE | $7,667 | $2,105+264.2% | $5,501+39.4% | $1,963+290.6% |
| Participant deferral / active EE | $4,903 | $2,204+122.5% | $4,871+0.7% | $3,054+60.5% |
| Admin fee / account holder | $68 | $418-83.7% | $13,028-99.5% | $504-86.4% |