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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $105,290 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $34,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,916 | $185,342-80.1% | $111,308-66.8% | $86,821-57.5% |
| Participation rate | 86.1% | 81.0%+5.1pp | 77.3%+8.8pp | 72.3%+13.8pp |
| Annual return | 13.10% | 500.80%-487.7pp | 54.67%-41.6pp | 97.94%-84.8pp |
| Employer contribution / active EE | $828 | $2,246-63.1% | $2,732-69.7% | $2,406-65.6% |
| Participant deferral / active EE | $2,371 | $4,458-46.8% | $4,487-47.2% | $4,132-42.6% |
| Admin fee / account holder | $148 | $255-42.2% | $7,965-98.1% | $170-12.9% |