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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $98,886 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 70 2 PIERCE PLACE - 14TH FL. · ITASCA, IL 60143 | Consulting Fees | $65,000 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,559 | $80,211-37.0% | $74,184-31.8% | $63,975-21.0% |
| Participation rate | 87.3% | 84.2%+3.2pp | 76.6%+10.7pp | 71.1%+16.2pp |
| Annual return | 12.25% | 14.13%-1.9pp | 17.74%-5.5pp | 48.65%-36.4pp |
| Employer contribution / active EE | $1,173 | $2,553-54.0% | $2,370-50.5% | $2,182-46.2% |
| Participant deferral / active EE | $4,328 | $4,370-1.0% | $3,550+21.9% | $3,356+28.9% |
| Admin fee / account holder | $75 | $67+11.4% | $5,586-98.7% | $70+6.3% |