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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $30,298 |
Filed as: PORTFOLIO EVALUATIONS Service code 70 58 MOUNTAIN BLVD · WARREN, NJ 07059 | Consulting Fees | $6,896 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,396 | $60,788-3.9% | $85,709-31.9% | $79,391-26.4% |
| Participation rate | 97.2% | 62.1%+35.1pp | 69.9%+27.3pp | 70.7%+26.5pp |
| Annual return | 12.68% | 16.57%-3.9pp | 21.49%-8.8pp | 116.88%-104.2pp |
| Employer contribution / active EE | $1,935 | $1,664+16.2% | $2,619-26.1% | $2,428-20.3% |
| Participant deferral / active EE | $3,595 | $2,920+23.1% | $3,924-8.4% | $4,046-11.2% |
| Admin fee / account holder | $179 | $439-59.3% | $6,876-97.4% | $627-71.5% |