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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $15,159 |
MAULDIN & JENKINS3+ years Filed as: MAULDIN & JENKINS, LLC Service code 10 · EIN 58-0692043 | Accounting | $8,773 |
HOWARD, MOORE & MCDUFFIE, PC3+ years Service code 10 · EIN 58-1484212 | Accounting | $6,000 |
Employer contribution per participant 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,053 | $37,196-89.1% | $154,114-97.4% | $55,725-92.7% |
| Participation rate | 96.0% | 64.1%+31.9pp | 83.0%+13.0pp | 70.9%+25.2pp |
| Annual return | 5.96% | 1319.68%-1313.7pp | 735.16%-729.2pp | 244.93%-239.0pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $51 | $102-49.8% | $13,411-99.6% | $115-55.7% |