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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $38,700 |
DELOITTE & TOUCHE LLP3+ years Service code 10 · EIN 13-3891517 | Accounting | $12,900 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,095 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $280,898 | $75,388+272.6% | $123,553+127.4% | $55,727+404.1% |
| Participation rate | 90.3% | 75.7%+14.6pp | 82.3%+8.0pp | 70.9%+19.4pp |
| Annual return | 16.70% | 4.48%+12.2pp | 119.21%-102.5pp | 244.94%-228.2pp |
| Employer contribution / active EE | $21,104 | $3,063+589.0% | $4,628+356.0% | $2,078+915.5% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $7 | $120-94.0% | $9,284-99.9% | $115-93.8% |