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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $12,038 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST Service code 70 · EIN 26-0058143 | Consulting Fees | $8,170 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,200 | $54,558+15.8% | $76,002-16.8% | $74,546-15.2% |
| Participation rate | 98.3% | 60.3%+38.0pp | 69.1%+29.2pp | 67.2%+31.1pp |
| Annual return | 13.30% | 31.83%-18.5pp | 360.07%-346.8pp | 1366.03%-1352.7pp |
| Employer contribution / active EE | $2,441 | $1,778+37.3% | $2,688-9.2% | $2,624-7.0% |
| Participant deferral / active EE | $4,449 | $3,065+45.2% | $4,257+4.5% | $4,347+2.3% |
| Admin fee / account holder | $92 | $2,232-95.9% | $6,414-98.6% | $1,944-95.3% |