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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,471 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $25,477 |
DELOITTE & TOUCHE LLP7+ years Service code 10 · EIN 13-3891517 | Accounting | $8,492 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $347,227 | $82,188+322.5% | $125,401+176.9% | $64,829+435.6% |
| Participation rate | 94.0% | 77.9%+16.1pp | 82.4%+11.6pp | 71.5%+22.6pp |
| Annual return | 9.85% | 3.50%+6.4pp | 572.53%-562.7pp | 32.85%-23.0pp |
| Employer contribution / active EE | $23,022 | $3,617+536.4% | $4,816+378.1% | $2,507+818.3% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,312-100.0% |
| Admin fee / account holder | $20 | $163-88.0% | $10,008-99.8% | $188-89.5% |