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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $73,666 |
PENSIONMARK FINANCIAL GROUP LLC2+ years Filed as: PENSIONMARK RETIREMENT GROUP Service code 70 · EIN 61-1758632 | Consulting Fees | $10,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,259 | $90,410-55.5% | $91,004-55.8% | $77,958-48.4% |
| Participation rate | 92.4% | 86.4%+6.0pp | 75.6%+16.7pp | 71.6%+20.7pp |
| Annual return | 13.90% | 21.34%-7.4pp | 4.60%+9.3pp | 20.87%-7.0pp |
| Employer contribution / active EE | $1,877 | $3,392-44.7% | $2,456-23.6% | $2,310-18.8% |
| Participant deferral / active EE | $3,067 | $4,816-36.3% | $3,548-13.6% | $3,537-13.3% |
| Admin fee / account holder | $17 | $79-78.7% | $5,417-99.7% | $97-82.7% |