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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $137,986 |
FORVIS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $15,394 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,285 | $67,512+79.7% | $185,854-34.7% | $93,010+30.4% |
| Participation rate | 91.4% | 67.1%+24.2pp | 81.7%+9.7pp | 73.9%+17.5pp |
| Annual return | 12.63% | 21.04%-8.4pp | 122.12%-109.5pp | 158.70%-146.1pp |
| Employer contribution / active EE | $5,629 | $1,783+215.7% | $5,169+8.9% | $2,705+108.1% |
| Participant deferral / active EE | $4,568 | $3,035+50.5% | $5,569-18.0% | $4,561+0.2% |
| Admin fee / account holder | $250 | $318-21.4% | $16,246-98.5% | $152+64.6% |