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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 10 · EIN 13-5674085 | Accounting | $73,734 |
PENSIONMARK FINANCIAL GROUP LLC1+ years Filed as: PENSIONMARK RETIREMENT GROUP Service code 70 · EIN 59-3331424 | Consulting Fees | $10,000 |
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 | $35,049 | $82,279-57.4% | $78,002-55.1% | $63,975-45.2% |
| Participation rate | 92.5% | 84.7%+7.8pp | 75.5%+16.9pp | 71.1%+21.3pp |
| Annual return | 6.85% | 11.20%-4.3pp | 425.99%-419.1pp | 48.65%-41.8pp |
| Employer contribution / active EE | $3,264 | $3,297-1.0% | $2,470+32.1% | $2,182+49.6% |
| Participant deferral / active EE | $2,183 | $4,538-51.9% | $3,497-37.6% | $3,356-35.0% |
| Admin fee / account holder | $33 | $81-59.7% | $5,481-99.4% | $70-53.4% |