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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $15,227 |
Service code 13 · EIN 20-3855127 | Contract Administrator | $10,450 |
HOWARD, MOORE & MCDUFFIE, PC10+ years Service code 10 · EIN 58-1484212 | Accounting | $4,565 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,935 | $43,749-84.1% | $158,223-95.6% | $65,306-89.4% |
| Participation rate | 94.1% | 56.9%+37.2pp | 79.2%+14.9pp | 57.7%+36.4pp |
| Annual return | 11.40% | 19.41%-8.0pp | 52.09%-40.7pp | 21.94%-10.5pp |
| Employer contribution / active EE | $559 | $1,497-62.7% | $4,109-86.4% | $1,967-71.6% |
| Participant deferral / active EE | $0 | $2,019-100.0% | $5,467-100.0% | $2,959-100.0% |
| Admin fee / account holder | $84 | $1,930-95.6% | $16,047-99.5% | $3,480-97.6% |