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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $35,848 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,543 |
DELOITTE & TOUCHE LLP4+ years Service code 10 · EIN 13-3891517 | Accounting | $11,949 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $254,076 | $88,122+188.3% | $141,200+79.9% | $67,584+275.9% |
| Participation rate | 93.0% | 76.5%+16.5pp | 82.5%+10.5pp | 71.3%+21.7pp |
| Annual return | -2.86% | 75.40%-78.3pp | 71.41%-74.3pp | 378.59%-381.4pp |
| Employer contribution / active EE | $21,114 | $3,224+554.8% | $4,736+345.8% | $2,148+883.0% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,710-100.0% | $3,540-100.0% |
| Admin fee / account holder | $22 | $131-83.3% | $10,265-99.8% | $142-84.6% |