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| Provider | Service type | Compensation |
|---|---|---|
DELOITTE & TOUCHE LLP9+ years Service code 10 · EIN 13-3891517 | Accounting | $54,595 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $20,175 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,543 | $100,227+128.0% | $169,993+34.4% | $74,419+207.1% |
| Participation rate | 91.3% | 87.3%+4.0pp | 87.0%+4.3pp | 70.7%+20.6pp |
| Annual return | 13.20% | 66.08%-52.9pp | 53.37%-40.2pp | 34.38%-21.2pp |
| Employer contribution / active EE | $7,616 | $4,263+78.7% | $6,785+12.2% | $2,637+188.8% |
| Participant deferral / active EE | $5,216 | $7,143-27.0% | $10,408-49.9% | $4,528+15.2% |
| Admin fee / account holder | $153 | $234-34.9% | $12,815-98.8% | $348-56.1% |