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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $79,658 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $9,619 |
Filed as: RETIREMENT PLAN SOLUTIONS INC Service code 15 · EIN 35-1140070 PO BOX 1658 · CARY, NC 27512 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $104,336-100.0% | $159,474-100.0% | $86,821-100.0% |
| Participation rate | 0.0% | 77.7%-77.7pp | 82.8%-82.8pp | 72.3%-72.3pp |
| Annual return | 17.83% | 26.32%-8.5pp | 263.68%-245.8pp | 97.94%-80.1pp |
| Employer contribution / active EE | $1,901 | $3,451-44.9% | $4,831-60.6% | $2,406-21.0% |
| Participant deferral / active EE | $3,807 | $6,837-44.3% | $7,353-48.2% | $4,132-7.9% |
| Admin fee / account holder | $0 | $172-100.0% | $10,802-100.0% | $170-100.0% |