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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH LIFE AGENCY Service code 22 · EIN 13-2808480 | Insurance Broker | $82,426 |
HANCOCK ASKEW & CO., LLP1 year Service code 10 · EIN 58-0662558 | Accounting | $22,000 |
RETIREMENT STRATEGIES, INC.3+ years Filed as: RETIREMENT STRATEGIES INC Service code 13 | Contract Administrator | $19,676 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH I Service code 22 | Insurance Broker | $9,309 |
RETIREMENT STRATEGIES, INC.2 years Service code 17 · EIN 58-2380163 | Pension Consulting | $3,935 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 1400 MERRILL LYNCH DRIVE · PENNINGTON, NJ 08534 | Recordkeeping | $1,269 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 22 · EIN 13-5674085 | Insurance Broker | $0 |
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 | $183,188 | $80,753+126.8% | $136,298+34.4% | $62,293+194.1% |
| Participation rate | 98.6% | 73.5%+25.0pp | 81.9%+16.6pp | 69.5%+29.0pp |
| Annual return | 15.02% | 35.83%-20.8pp | 5156.27%-5141.2pp | 28.90%-13.9pp |
| Employer contribution / active EE | $2,095 | $2,884-27.4% | $4,696-55.4% | $2,042+2.6% |
| Participant deferral / active EE | $8,592 | $5,164+66.4% | $6,247+37.5% | $3,169+171.1% |
| Admin fee / account holder | $153 | $525-70.9% | $9,244-98.3% | $479-68.1% |