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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $60,088 |
KIMBERLIN COMPANY, PLLC1 year Service code 11 106 S. KYRENE RD · CHANDLER, AZ 85226 | Actuarial | $24,000 |
MARCUM LLP1 year Filed as: MARCUM Service code 50 · EIN 11-1986323 | Direct Payment | $10,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,700 | $47,163+158.0% | $149,696-18.7% | $74,460+63.4% |
| Participation rate | 90.6% | 63.4%+27.1pp | 78.8%+11.8pp | 70.7%+19.8pp |
| Annual return | 17.49% | 22.75%-5.3pp | 134.46%-117.0pp | 34.38%-16.9pp |
| Employer contribution / active EE | $8,270 | $1,907+333.7% | $4,821+71.6% | $2,638+213.5% |
| Participant deferral / active EE | $4,069 | $2,730+49.1% | $5,682-28.4% | $4,530-10.2% |
| Admin fee / account holder | $110 | $343-67.9% | $13,212-99.2% | $348-68.3% |