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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 2309 RIVERSIDE DRIVE · DANVILLE, VA 24543 | Accounting | $8,000 |
Filed as: MERRILL LYNCH Service code 19 · EIN 13-5674085 | Securities Custodian | $879 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,134 | $77,908+13.1% | $149,696-41.1% | $75,173+17.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 12.10% | 31.73%-19.6pp | 134.46%-122.4pp | 160.72%-148.6pp |
| Employer contribution / active EE | $6,237 | $3,138+98.8% | $4,821+29.4% | $2,671+133.5% |
| Participant deferral / active EE | $5,242 | $3,411+53.7% | $5,682-7.7% | $4,126+27.0% |
| Admin fee / account holder | $99 | $5,950-98.3% | $13,212-99.3% | $5,651-98.3% |