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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 27 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $33,056 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $27,035 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,144 | $101,591-53.6% | $147,096-67.9% | $74,429-36.7% |
| Participation rate | 96.7% | 75.5%+21.2pp | 82.2%+14.6pp | 67.2%+29.5pp |
| Annual return | 17.96% | 8746.45%-8728.5pp | 419.75%-401.8pp | 1368.38%-1350.4pp |
| Employer contribution / active EE | $4,411 | $3,813+15.7% | $4,936-10.6% | $2,625+68.0% |
| Participant deferral / active EE | $11,359 | $7,302+55.5% | $8,071+40.7% | $4,348+161.2% |
| Admin fee / account holder | $287 | $1,750-83.6% | $13,005-97.8% | $1,944-85.2% |