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| Provider | Service type | Compensation |
|---|---|---|
BEHRENS & BANKS1 year Filed as: BEHRENS & BANKS, P.C. Service code 10 43482 CROSS BREEZE PLACE · ASHBURN, VA 20147 | Accounting | $17,500 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $14,166 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,274 | $58,726-82.5% | $92,239-88.9% | $62,293-83.5% |
| Participation rate | 94.6% | 68.3%+26.3pp | 76.5%+18.1pp | 69.5%+25.1pp |
| Annual return | 11.75% | 43.62%-31.9pp | 176.29%-164.5pp | 28.90%-17.1pp |
| Employer contribution / active EE | $9,305 | $2,392+289.0% | $3,680+152.9% | $2,042+355.6% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $110 | $556-80.3% | $5,194-97.9% | $479-77.1% |