Filed September 16, 2016
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PLANTE & MORAN, PLLC7+ years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $15,800 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $4,750 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,553 | $144,879-36.1% | $111,319-16.9% | $93,010-0.5% |
| Participation rate | 82.0% | 86.1%-4.1pp | 77.3%+4.7pp | 73.9%+8.1pp |
| Annual return | 15.89% | 18.11%-2.2pp | 54.68%-38.8pp | 158.70%-142.8pp |
| Employer contribution / active EE | $301 | $3,052-90.2% | $2,732-89.0% | $2,705-88.9% |
| Participant deferral / active EE | $6,636 | $5,576+19.0% | $4,488+47.9% | $4,561+45.5% |
| Admin fee / account holder | $13 | $104-87.6% | $7,966-99.8% | $152-91.5% |