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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 | $54,674+15.6% | $76,089-16.9% | $74,429-15.1% |
| Participation rate | 98.3% | 60.3%+38.0pp | 69.1%+29.2pp | 67.2%+31.1pp |
| Annual return | 13.30% | 31.89%-18.6pp | 360.94%-347.6pp | 1368.38%-1355.1pp |
| Employer contribution / active EE | $2,441 | $1,781+37.1% | $2,690-9.3% | $2,625-7.0% |
| Participant deferral / active EE | $4,449 | $3,071+44.9% | $4,259+4.5% | $4,348+2.3% |
| Admin fee / account holder | $92 | $2,238-95.9% | $6,418-98.6% | $1,944-95.3% |