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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $34,610 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,047 |
DELOITTE & TOUCHE LLP6+ years Service code 10 · EIN 13-3891517 | Accounting | $11,537 |
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 | $319,967 | $104,336+206.7% | $159,495+100.6% | $86,828+268.5% |
| Participation rate | 95.7% | 77.7%+18.0pp | 82.8%+12.9pp | 72.3%+23.4pp |
| Annual return | 15.39% | 26.32%-10.9pp | 263.72%-248.3pp | 97.95%-82.6pp |
| Employer contribution / active EE | $22,687 | $3,451+557.4% | $4,831+369.6% | $2,406+842.9% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,354-100.0% | $4,132-100.0% |
| Admin fee / account holder | $28 | $172-83.5% | $10,804-99.7% | $170-83.2% |