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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $12,165 |
Filed as: CAPTRUST Service code 70 · EIN 26-0058143 | Consulting Fees | $8,827 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,861 | $51,207+16.9% | $70,565-15.2% | $71,529-16.3% |
| Participation rate | 93.7% | 59.4%+34.3pp | 68.4%+25.3pp | 67.9%+25.7pp |
| Annual return | 16.19% | 42.71%-26.5pp | 32.79%-16.6pp | 28.97%-12.8pp |
| Employer contribution / active EE | $2,314 | $1,795+28.9% | $2,976-22.2% | $2,590-10.7% |
| Participant deferral / active EE | $4,159 | $3,033+37.1% | $4,568-9.0% | $4,291-3.1% |
| Admin fee / account holder | $102 | $2,002-94.9% | $6,430-98.4% | $1,588-93.6% |