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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 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,016-83.1% | $152,093-95.4% | $64,097-89.2% |
| Participation rate | 94.1% | 51.3%+42.8pp | 77.8%+16.4pp | 55.2%+38.9pp |
| Annual return | 11.40% | 39.60%-28.2pp | 66.36%-55.0pp | 34.64%-23.2pp |
| Employer contribution / active EE | $559 | $1,342-58.4% | $4,175-86.6% | $1,891-70.5% |
| Participant deferral / active EE | $0 | $1,927-100.0% | $5,451-100.0% | $3,080-100.0% |
| Admin fee / account holder | $84 | $2,305-96.3% | $14,497-99.4% | $3,454-97.6% |