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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 | $101,653-53.6% | $147,080-67.9% | $74,459-36.7% |
| Participation rate | 96.7% | 75.6%+21.2pp | 82.2%+14.5pp | 67.2%+29.5pp |
| Annual return | 17.96% | 8754.98%-8737.0pp | 420.17%-402.2pp | 1369.70%-1351.7pp |
| Employer contribution / active EE | $4,411 | $3,813+15.7% | $4,933-10.6% | $2,626+68.0% |
| Participant deferral / active EE | $11,359 | $7,304+55.5% | $8,066+40.8% | $4,350+161.1% |
| Admin fee / account holder | $287 | $1,752-83.6% | $12,989-97.8% | $1,945-85.2% |