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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $35,053 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,325 |
DELOITTE & TOUCHE LLP5+ years Service code 10 · EIN 13-3891517 | Accounting | $11,684 |
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 | $278,410 | $100,801+176.2% | $149,751+85.9% | $73,415+279.2% |
| Participation rate | 96.2% | 77.7%+18.5pp | 82.5%+13.7pp | 72.2%+24.1pp |
| Annual return | 13.52% | 265.34%-251.8pp | 276.71%-263.2pp | 59.30%-45.8pp |
| Employer contribution / active EE | $21,795 | $3,312+558.2% | $4,646+369.1% | $2,234+875.7% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $29 | $181-83.9% | $9,312-99.7% | $158-81.5% |