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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EVESTNET RETIREMENT SOLUTIONS LLC Service code 70 · EIN 61-1732930 | Consulting Fees | $5,535 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 15 · EIN 13-5674085 | Recordkeeping | $743 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,856 | $89,355+72.2% | $141,162+9.0% | $72,985+110.8% |
| Participation rate | 92.6% | 75.1%+17.5pp | 82.5%+10.1pp | 69.5%+23.1pp |
| Annual return | 18.00% | 111.85%-93.8pp | 71.39%-53.4pp | 81.00%-63.0pp |
| Employer contribution / active EE | $4,201 | $3,114+34.9% | $4,735-11.3% | $2,440+72.2% |
| Participant deferral / active EE | $5,884 | $5,418+8.6% | $6,709-12.3% | $3,607+63.1% |
| Admin fee / account holder | $63 | $5,958-98.9% | $10,261-99.4% | $5,124-98.8% |