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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Sales loa... | $67,758 |
TIC INTERNATIONAL CORPORATION7+ years Service code 10 · EIN 13-3689044 | Accounting | $25,149 |
ASHER KELLY3 years Service code 29 25800 NORTHWESTERN HWY. SUITE 1100 · SOUTHFIELD, MI 480758412 | Legal | $11,728 |
Filed as: MERRILL LYNCH Service code 27 230 VESEY ST. · NEW YORK, NY 10281 | Advisory (Plan) | $10,000 |
Service code 10 · EIN 38-2574238 | Accounting | $6,650 |
NATIONAL FINANCIAL SERVICES6 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $34,896 | $106,236-67.2% | $112,249-68.9% | $64,819-46.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -9.18% | -6.02%-3.2pp | 27.48%-36.7pp | 32.84%-42.0pp |
| Employer contribution / active EE | $439 | $3,166-86.1% | $3,636-87.9% | $2,507-82.5% |
| Participant deferral / active EE | $2,145 | $3,785-43.3% | $4,729-54.6% | $4,311-50.2% |
| Admin fee / account holder | $256 | $452-43.4% | $6,412-96.0% | $188+36.0% |