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| Provider | Service type | Compensation |
|---|---|---|
KCOE ISOM, LLP4 years Service code 10 · EIN 48-0567703 | Accounting | $40,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $19,350 |
Employer contribution per participant 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 | $58,570 | $79,519-26.3% | $95,952-39.0% | $73,409-20.2% |
| Participation rate | 78.9% | 81.2%-2.3pp | 77.1%+1.8pp | 72.2%+6.7pp |
| Annual return | 13.55% | 19.20%-5.6pp | 91.61%-78.1pp | 59.29%-45.7pp |
| Employer contribution / active EE | $561 | $2,048-72.6% | $2,541-77.9% | $2,234-74.9% |
| Participant deferral / active EE | $3,005 | $4,138-27.4% | $4,167-27.9% | $3,805-21.0% |
| Admin fee / account holder | $87 | $184-52.8% | $6,795-98.7% | $158-44.9% |